Legacy Wealth Strategies is a financial planning firm located in Raleigh, NC, specializing in tax-efficient financial planning, investments, and insurance. They offer a range of services for individuals and businesses, including retirement planning, life insurance, investing, and other financial topics. With a team of experienced professionals, Legacy Wealth Strategies is dedicated to helping clients achieve their financial goals for the future.
Equitable Advisors, LLC is the parent company of Legacy Wealth Strategies, providing securities and investment advisory products and services. Equitable Advisors and its affiliates do not provide tax or legal advice, and individuals should consult their own tax and legal advisors. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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