What does Legacy Wealth Advisors do?

Legacy Wealth Advisors of NY is a full-service financial firm located in East Syracuse, NY, with an additional office in Johnson City, NY. The firm specializes in comprehensive wealth management, estate planning, and a variety of financial services tailored for individuals, families, and businesses. They emphasize a team-based approach, leveraging collective expertise to create personalized financial plans and strategies. The firm offers a wide range of services, including wealth management, insurance, employee benefit plans, estate planning, business transition, retirement planning, risk mitigation, and efficient estate transfer. Legacy Wealth Advisors of NY is dedicated to providing holistic guidance to help clients navigate their complex financial needs, focusing on building long-term relationships and serving as a lifelong financial partner.