wiseradvisor

Paul Mauro
Legacy Financial Advisors

Tel: (800) 427-9781
1700 West Park Drive; Suite 250
Westborough, MA 01581

Face to Face Financial Advice

Legacy Financial Advisors | Financial Advisor in Westborough ,MA

About Legacy Financial Advisors

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.


General Information

Firm Start Year:   1974
No.of Employees:   20-49
States Licensed in:   MA
Number of Years with Current Firm:   38


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities
I can meet clients in the following ways:   Via phone, At your office, At my office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Variable Life, Variable Annuity, Life
Financial Organization Memberships:   Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250K and up
Compensation Methods:   Based on Assets, Flat Fee



Faqs

  • Do you have a customer satisfaction or refund policy? yes
  • What are your qualifications? What is your education background? Undergrad Northeastern University 1972. Clu and CHFC through American College 1974 and 1976
  • What is your approach to financial planning? Total Comprehensive approach
  • What services do you offer? Investment , Insurance , Legal Planning ,Tax Planning , Long Term Care planning and charitable trust planning
  • How many clients do you currently manage? 350
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Paul Mauro

Paul Mauro

ChFC®, CLU®

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.

My Team

Linda  Mauro
Linda Mauro LUTCF
Wife and Co Owner for the last 40 years Linda runs the business of Legacy

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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