Legacy Wealth Management
(5 Reviews)
It is important to feel you have control over your future. At Legacy Wealth Management, we offer our experience and knowledge to help you design your own strategy for financial independence.
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Highlights
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In Business Since 2014
Sentiment Analysis
He is extremely friendly and easy to talk to, and gives you a great visualization of what your retirement will look like.
Jay and his Staff are very knowledgeable and always have our best interest at hand.
A member of Jay Sharifi's team, Noland Howe, helped me to interpret my 2021 tax forms for my IR As and two annuities.
He takes the the time to get to know his clients and their needs.
Jay is extremely knowledgeable and truly has his clients' best interests at heart.
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