The Legacy Financial Team want to assure you that we take the health and well-being of our community, clients, and associates very seriously. As we continue to monitor the latest updates on the Coronavirus (COVID-19) pandemic and follow guidance from public health officials and government agencies, and we are looking forward to the return of normalcy.
To help prevent the spread of COVID-19, we are continuing to practice social distancing in order to protect and care for those who work with us, our clients, and the public. We are now having select meetings in person, but are still utilizing email, phone calls and Zoom teleconference as much as possible.
We are all in this together and look forward to safely seeing you all soon!
See how the market stacked up for the second quarter, July - September of 2021
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
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 preserve assets by utilizing numerous investment strategies and insurance products, so we strive to preserve our client’s lifestyle for a lifetime.
Rates are constantly changing. Call Today to secure our best available rate! *
*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing. Guarantees are subject to the claims-paying ability of the insurance company. Annuities generally contain fees and charges which include, but are not limited to, sales and surrender charges. Variable and fixed annuities may incur surrender charges if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty.
Legacy Financial Advisors, Inc. has evolved into a comprehensive wealth management firm since the founders began in November 1974. As owners of Legacy Financial Inc., Paul and Linda Mauro are proud to be celebrating over 47 years of financial services with their home office in Worcester County.
We are here to help you save! Please reach out to us, so we can get you started today!
Stay up to date with all things Legacy on our Facebook page.
We post articles, information and updates!
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 47 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
Join our mailing list and get news and info to support your financial goals.