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Legacy Financial Planning
At Legacy Financial Planning, our emphasis is on client care and comprehensive planning, not investment product sales. As a result, we provide guidance across a broad range of factors that contribute to your overall financial well-being that go well beyond investment advice. This may include helping you make informed decisions about where to live in retirement; how to find the appropriate elder care resources for your needs; how to support the charities or groups you’re passionate about in the most tax-efficient manner, and much more.
 
North America USA New York Rochester
 
   
Address:   1507 Monroe Ave., Rochester, NY 14618, USA
     
 
Phone: +1 585 241 5250
Fax: +1 585 241 5297
     
   
     
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