Legacy Financial Partners

Services

  • Planning for RetirementPlanning for Retirement

    Planning for Retirement

    Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

  • Estate Planning StrategiesEstate Planning Strategies

    Estate Planning Strategies

    Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

  • Advisory ServicesAdvisory Services

    Advisory Services

    Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

  • Investment ProductsInvestment Products

    Investment Products

    Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

  • Our Envision® ProcessOur Envision® Process

    Our Envision® Process

    Find out why instead of helping you invest toward a dollar amount as a retirement target, our approach to financial advice starts with your unique life goals.

  • College Savings PlansCollege Savings Plans

    College Savings Plans

    Saving up for your child’s college education doesn’t have to interfere with retirement goals. Find out how 529 plans and trust funds may work for you.

contact us

Contact

201.250.8194
401 Hackensack Ave, 
Suite 901, 
Hackensack, NJ  07601
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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money.

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (FL, IL, NJ, NM, NY, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.