Legacy Is proud to announce that Eddie Kiernan and Jason Batista Join Paul and Linda Mauro as stockholders.
Eddie and Jason have been valuable members of the team here at Legacy for over 20 years. We want to congratulate them both, as they will be a huge asset of the continuing success and future of the firm.
Legacy will begin its 50th year in November and we expect the next generation of owners to continue the tradition of top-quality planning and service. Eddie and Jason will continue to service their clients along with their new responsibilities. We wish them the absolute best and we are excited for the years to come.
Work Towards a Retirement
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.
More Rates
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 Variable and fixed annuities may incur surrender charges if money is withdrawn before the end of the contract.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.
Our History
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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Legacy Financial Advisors, Inc. Celebrates 48 Years
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"!
