1500 West Park Drive
We want to assure you that we take the health and well-being of our community, clients, and associates very seriously. Like you, we're closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic.
To help prevent the spread of COVID-19, we are continuing to practice social distancing. We have temporarily closed our office to clients to protect and care for those who work with us, our clients, and the public. We are still available by email, phone, or teleconference.
We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies, and are looking forward to the return of normalcy, when we can meet with clients in person. Like those puppies, we will be waiting to greet you at the door.
We are looking forward to safely seeing you all soon.
We are now offering a Fixed Annuity principle protected 3.50% per year for seven years! *
We are here to help you save! Please reach out to us, so we can get you started today!
BlackRock shared some interesting and informational podcasts that we encourage you to hear.
THANK YOU to all our healthcare and frontline workers!
Your dedication and sacrifice are greatly appreciated by all of us at Legacy Financial Advisors.
As a way to say thank you, we donated to deliver meals to local healthcare workers at St Vincent Hospital, UMass Memorial and UMass Hahnemann campuses.
Check out these healthcare heroes
June 3, 202012:00p - 1:00p
June 10, 202012:00p - 1:00p
This year we will set out for an afternoon cruise on the Boston Harbor for our clients and the referrals they have given us throughout the year!June 10, 20202:00p - 5:00p
On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
Our commitment is to help you work towards achieving a confident retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime.
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