5 /5 Rhonda Wolff: Great financial practice! This team actually listens to you. Their focus is on financial planning rather than trying to sell you something from the get go. For me they focused on retirement planning, but you could also look at products and services for investing, reducing taxes, life, health or long term care insurance and more.
They explain everything in an easy to understand language that isnt patronizing either. I love being able to pick up the phone for a quick question and being able to check in throughout the year to reassess my options.
The advisors at Legacy Wealth Partners built my financial plan to work not only in good times but in bad financial times as well. My portfolio has steadily grown through the years putting me in a healthy financial state. Thank you Legacy Wealth Partners!
