Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
Woodbury Form CRS
Best of Both Worlds Draft Page
When you choose an advisor who is part of Legacy Premier Advisors, you get the independence, knowledge, and experience you require, but also the resources of a powerful national partnership. It really is the best of both worlds.
WHAT THIS PARTENERSHIP OFFERS YOU:
to make account reporting easy and accessible
Up-to-date information on
tax and legislative issues
that can impact your financial plan
A strong array of
for creative strategies
of advisors across a wide range of financial areas and planning strategies
Financial services firms who join the Legacy Premier Advisors represent some of the most knowledgeable and forward-thinking minds in the financial services field and are selected for their experience, knowledge and professional integrity. Most importantly, they are not obligated to any proprietary products or sales" quotas, so they offer objective advice designed to meet your goals.
HOW WE WORK FOR YOU:
who understands your needs and is focused on your long-term goals
An independent business owner who offers objective advice and is
for your success
A philosophy of integrity toward client interests, and focus on your long-term goals
Highly-personalized service and support
Advisors in Legacy Premier Advisors have the ability to share their knowledge, ideas, planning techniques and technology for the benefit of their clients. Through formal and informal meetings, Legacy Premier Advisor members can partner together to make sure that a client's specific needs are addressed in the most appropriate manner.