Legacy Care Wealth, LLC
Legacy Care Wealth, LLC offers a holistic approach to financial planning, tailoring a comprehensive financial plan to align with your unique goals. Legacy Care Wealth, LLC is one of the Three Best RatedĀ® Financial Services in Jersey City, NJ.
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Reviews
I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years. My husband and I approached them in 2014 when we were nearing retirement age. We wanted to relocate and we needed significant help in making and executing a financial plan. Everything has gone perfectly. We could never have pulled this off without their help, which is specific, ongoing, and always positive. I recommend them without reservation. We feel very lucky to have their assistance and the benefit of their knowledge.
I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through.
Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future.
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Location / Contact:
Working Hours:
Mon: 9am - 8pm
Tue-Fri: 9am - 4pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
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