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Legacy Financial Advisors

Legacy Financial Advisors, LLC is a wealth management firm dedicated to comprehensively helping clients prepare for and transition to retirement confidently.

The Legacy process is supported by their partnership with a best of class broker-dealer, First Allied Securities, and our clearing firm, Pershing LLC – providing clients access to the complete spectrum of securities, alternative investments, risk management tools, and cutting edge / modern portfolio management systems.

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WordPress, Custom Calculators

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