Legacy Wealth Management is a fiduciary fee-only firm based in Anaheim, CA, that specializes in providing comprehensive financial planning services. With a team of experienced professionals in estate law, tax, insurance, and investments, Legacy offers expertise beyond traditional financial planning to help clients build and protect their wealth based on their individual needs and goals.
As a premier wealth management firm, Legacy is known for its specialization in assisting FedEx pilots in navigating their contracts and benefits. With a commitment to unbiased advice and a focus on client goals, Legacy has earned recognition and top rankings in the industry, ensuring that 98 percent of their clients choose to stay with them for their financial planning needs.
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