Legacy Financial Advisors, Inc. was founded 40 years ago ,to serve the needs of our clients. 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 40 years of experience, our firm is not only financially competent, but empathetic to the real issues of financial advisory clients.Securities and advisory services offered through SII Investments, Inc., member FINRA and SIPC and a Registered Investment Advisors. Legacy Financial Advisors, Inc. and SII Investments are separate and unrelated companies.
|Firm Start Year:||1974|
|States Licensed in:||MA|
|Number of Years with Current Firm:||38|
|Investment Types:||Annuities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Insurance|
|I can meet clients in the following ways:||At your office, Via Phone, Via Email, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Annuity, Life, Variable Life|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250K and up|
|Compensation Methods:||Flat Fee, Based on Assets|
Paul has been active in the financial services industry since 11/11/1974.
Paul has built a team based financial advice firm capable of providing fundamental financial planning for families as wealth as advanced wealth management .
Paul was recently featured on the cover Proactive Investor Magazine and he has been a guest on CNBC .
Paul is frequent speaker for groups on the topics of taxes,investing ,estate planning and risk management.
Search online under Paul J Mauro Legacy Financial Advisors Inc.to read some of his published work.
Linda Mauro LUTCF
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|