Face to Face Financial Advice

 Home of the 2011 Five Star Wealth Manager Paul J. Mauro, CLU, ChFC.  Legacy Financial Advisors, Inc. is an independent financial services company serving a diverse client base since 1974. Who do we represent? Our clients are successful individuals, business owners and families. They are professionals, tradesmen and government employees. They are retirees and those that are charting their retirement. We have 6 convenient locations throughout Massachusetts to meet and confer with our clients.

Legacy Financial Advisors Inc. clients expect independent financial advice, and because we are an independent firm, we are able to provide advice that is best suited to our clients needs from a variety of financially solid companies rather than one company. Our business model is based on three sound principles: Our clients expect independent and sound financial advice. Our clients expect a stable firm and superior service. Most of all, our clients expect to talk and meet with their financial advisors as soon as possible therefore we have two advisors assigned to each client.

We encourage you to explore our site and learn more about the services we provide. For further information, call us at 1-800-427-9781. We look forward to hearing from you. 

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area to gather weath manager nominations.  Awards candidates were then evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, and favorable regulatory and complaint history.  17,200 wealth managers in the Boston aread were considered for the award.  Wealth Managers do no pay a fee to be considered or placed on the finallist of 20111 Five Star Wealth Managers.  The Five Star award is not indicative of the wealth manager's future performance.  For more information go to fivestarprofessional.com 

 
 
 

 
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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