Most of us want the same things out of life when it comes to our money. We want to be able to do the things that we enjoy now, we want to help reduce our tax burden 1 and we want to protect what we have, both now and in the future. Each one of our journeys is different though. We all get started at different times, we all have different circumstances, and here at LA Legacy Financial our job is to figure out where you are on your journey and join you the rest of the way. Whether you've done a lot of planning or none at all, or whether you're just starting out or nearing retirement, we'll help you identify where you are, where you're trying to go, and what the best way is to get there. We're glad you visited our website today and please don't hesitate to contact us if you have any questions.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
Sentiment Analysis
I like it because they attend quickly and professionally
Luis - Thank you so much for your advice and professionalism.
He does a good job laying out all the information to you and explaining about life insurance and retirement plans.
Luis was so professional, he explained me everything and help me every step to get the best life insurance plan for me.
Luis’s passion, knowledge and genuine interest in achieving the best for clients is what makes him a true professional.
Anyone looking to save for their retirement or any life insurance, I would highly recommend to work with LA Legacy Financial!
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near Waltham
- Nearest Wealth Management Advisors
- Retirement Planning and Investment Management Services near Medford
- Framingham Financial Planning & Wealth Management Firms
- Retirement Planning and Investment Management Services near Cambridge
- Newton Financial Planning & Wealth Management Firms
- Wealth Management Advisors in Somerville
Read more reviews on:
Please leave us a review and let us know about your experience.