Legacy Planning Solutions - Ridgewood (NY)

5 /5 Emmanuel: This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

5 /5 rafiel munasar: I was recommended to come to Legacy Planning Solutions to get help with my finances, and I’m so glad I did. This was my first year working, and I wanted to get a head start on building a strong financial foundation. Rick has been working with me, and he’s been amazing—super knowledgeable, patient, and always willing to explain things so I can understand and make confident decisions. Not only am I learning how to manage and grow my money, but I also feel supported every step of the way. I’m really grateful I ended up here!

5 /5 niquita bercy: I highly recommend legacy planning solutions for all your financial needs. They helped me prepare my taxes this year and i feel a weight lifted off my shoulders. They are a fantastic, friendly, family oriented company who will help you reach financial success. I’m excited to work with them again and again.

5 /5 Alexander Gyau: I’ve received nothing but great advice and a well thought out plan for the future. Rick is very generous with the knowledge he shares and I’m happy that I was referred to this establishment.I’m confident with the team that I have accessible to me that I’ll surpass my financial goals for now and the generations to follow.

1 /5 Padmini Singh Jagpal: Hey there—just sharing our experience for those looking to avoid places that mix politics into their services or conversations. My dad went in to get his taxes done, but instead was unexpectedly pulled into a conversation about the Ukraine war and other political topics. When he expressed that he wasn’t comfortable discussing politics, he was dismissed and told that his business was needed there. If youre someone who prefers to keep politics out of your appointments or are looking for businesses that align more closely with your personal values, just a heads-up, that here is not where youll want to do business. Especially during this critical time.