We are pleased to welcome Larry McHugh RICP® (Retirement Income Certified Professional, obtained from American College in 2014) to the Legacy Financial Advisors team. Larry has over 28 years of experience in comprehensive financial planning. Larry lives in Charlestown Rhode Island & he will maintain his office in Wakefield Rhode Island as well as working with us in Westborough Massachusetts. Larry is heavily involved with charitable causes and raises money for animal shelters in Rhode Island as well as medical research.
“I am very happy to add Larry to our deep bench of talented advisors servicing clients nationwide with quality financial and wealth management services.” Says Managing partner, Paul Mauro. Larry functions on both the registered representative basis and registered investment basis as an associated advisor of SagePoint and the SagePoint RIA. He brings us lots of new experience especially for the avid boaters and ocean community he spends so much time with.
“We are pleased to add Gary to our bench of financial professionals as part of our multi-generational practice. Gary has deep experience to share with our advisors in their 30’s, 40’s, and 50’s.” says Paul Mauro Legacy’s founder.
Reach out to Gary and tap into his portfolio analysis techniques as well as advanced tax strategies for affluent individuals.
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 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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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 48 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
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