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Legacy Financial

verified

Financial Consultant in Yardley

closed
Today 09:00 AM - 04:30 PM

800 Township Line Road Suite 125 Yardley PA, 19067

(215) 702-9752

website

General Description

Legacy Financial is a trusted finance and financial advising firm serving Yardley, PA, with an impressive 45 years of experience helping clients achieve their financial goals. As experienced financial planners, they specialize in comprehensive financial advising and investment services tailored to meet individual needs and objectives. Their expert team offers a full range of services including retirement planning to secure your future, tax planning and preparation to optimize your financial position, and professional investment management to grow your wealth. Legacy Financial also provides sophisticated estate strategies, inheritance guidance, and charitable gifting strategies to help clients preserve and transfer wealth effectively.

Business Hours

Sundayclosed
Monday09:00 AM04:30 PM
Tuesday09:00 AM04:30 PM
Wednesday09:00 AM04:30 PM
Thursday09:00 AM04:30 PM
Friday09:00 AM04:30 PM
Saturdayclosed

Location & Map


Legacy Financial
800 Township Line Road Suite 125
Yardley, PA 19067
(215) 702-9752
Driving Directions
(215) 497-7035

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