1500 West Park Drive,
2024 Makes 50 years in the industry!
We are so excited to continue to build great relationships with our clients and associates! Cheers to 50 years! 🥂
Our commitment is to help you work towards pursuing 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 strive to provide impeccable client service to help address 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 long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
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 49 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!
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The companies and organizations mentioned are not affiliated with or endorsed by Legacy Financial Advisors or LPL Financial.