Legacy Financial Advisors, Inc. was founded to serve the needs of our clients, with offices throughout MA and NJ. Our clients expect independent financial advice, so we are an independent firm. Our clients expect excellent service, so we have two associates servicing each client along with our service staff. Our clients expect us to help them solve their
ever-changing needs, so we change with the times to stay current. With over 38 years of experience, our firm is not only financially competent, but empathetic to the real issues of financial advisory clients.
Legacy Financial Advisors, Inc. maintains a close relationship with The Schober Group, headquartered in Freehold, New Jersey, has multiple locations. The company has been in business for 37 years, helping individuals become the "Chairman Of The Board" of their financial world, by establishing a "Wish List" where clients are able to isolate their goals and work towards achieving them.
Legacy Financial Advisors, Inc. provides solutions to problems in the five classic areas of financial strategizing, including estate,cash flow, tax,investment and risk management. The companies are independent, and represent their clients, not any specific company.
Securities and advisory services are offered through SII Investments member FINRA / SIPC and a Registered Investment Advisor. The Schober Group and Legacy Financial Advisors, Inc. and SII Investments,Inc. are separate and unrelated companies. SII Investments, Inc. does not provide tax or legal advice.
For more information and disclosures, please visit our website at lfsadvisors.
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