MASTERS LEGACY PLANNING
Tel: 609-601-0800 650 New Road Suite B Linwood, New Jersey 08221
About MASTERS LEGACY PLANNING
MASTERS LEGACY PLANNING is a Linwood, New Jersey based financial advisory firm with nearly $242,145,863 in assets under management and provides investment advisory services for 313 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
296314
Firm SEC#:
801-113681
Assets Under Management:
$242,145,863
No. of Clients:
313
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (BILL PAYMENT SERVICES AND TAX SERVICE COORDINATION)
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