Legacy Wealth Advisors, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 2001 Gateway Pl Ste 600W, San Jose, CA 95110
- Phone
- (408) 452-7700
- Website
- Searching the web…
- County
- Santa Clara County
About
Clients across San Jose and the South Bay turn to Legacy Wealth Advisors, LLC for personal financial planning that brings clarity and confidence to their long-term goals. We are a financial planning practice serving individuals and families in San Jose and throughout Santa Clara County.
Our work centers on helping you build a plan that connects your savings, investments and everyday decisions to the future you want. We take the time to understand your priorities, then translate them into practical steps you can follow with confidence.
Whether you are planning for retirement, growing your investments or simply want a clearer view of where you stand, we are here to guide you.
Call us or stop by to start the conversation about your financial future.
Our work centers on helping you build a plan that connects your savings, investments and everyday decisions to the future you want. We take the time to understand your priorities, then translate them into practical steps you can follow with confidence.
Whether you are planning for retirement, growing your investments or simply want a clearer view of where you stand, we are here to guide you.
Call us or stop by to start the conversation about your financial future.