The members of LEGACY ASSET ADVISORS are here to help you achieve your lifestyle and wealth management goals.
Our focus is on assisting our clients in their real estate, wealth management, estate planning, insurance needs, retirement planning and assessment goals. We're also here to refer you with independent property maintenance experts for every project or repair related to your home or investment property.
LEGACY ASSET ADVISORS is comprised of independently owned companies and professionals who are locally available to provide services you can feel confident in choosing. And, if we don't have a specific service you need listed in our LEGACY ASSET ADVISORS site, we have an extensive referral network to help you locate a service that can assist you.
Vice President:Andrew Toldo, Esq.
Membership Director:Jennifer Banks-Oldfield
Social Director:Kristi Santilli
Our Business Team meets at:
3rd Thursday of every month breakfast or after hours