Status: Closed
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Help us make it rightYour legacy is your lifetime of achievements. Unlike most financial planners, we do not lead with the sale of a product. We guide you through a well-defined process. Through this process we are able to discover potential problems and more importantly, expose you to opportunities. Strategic Legacy Advisors, Inc. has a unique team of experts. Our team consists of CPAs, Bankers, Attorneys and our...
Making Life's Work Meaningful Since 1996 After many years in the financial services industry, Mike and Royce came to the realization that many people were not receiving the comprehensive planning that they deserved. In 1996, they formed Strategic Legacy Advisors, Inc. with a goal to provide a unique level of financial planning that encompasses all facets of financial decisions their clients might be facing. Most financial advisors operate their practice helping their clients with wealth management and retirement planning, but in an effort to be a game-changing financial planning firm, Mike and Royce have placed an emphasis on the tax, business, and estate planning that their clients encounter.
Securities Offered Through Giard Securities Inc Member Finra SIPC
Securities offered through Girard Securities, Inc., member FINRA/SIPC. Third Party posts do not reflect the views of Girard Securities, Inc. and have not been reviewed by Girard for completeness or accuracy.
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