Legacy Wealth Advisors is a boutique wealth management firm located in Clinton Township, MI, offering a comprehensive suite of services tailored to meet the unique needs of their clients. With a focus on developing long-term relationships, their team of experienced financial advisors strives to act in the best interests of their clients, helping them make informed decisions about their financial strategy and plan for a secure future.
With a holistic approach to wealth management, Legacy Wealth Advisors provides transparent and proactive service, taking the stress out of retirement planning by serving as the intermediary between various financial professionals. Their goal is to help clients maintain or improve their current standard of living throughout their lives through comprehensive planning, relationship-based goal setting, and tactical portfolio changes.
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