Legacy Wealth Advisors
Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to achieve financial independence. We are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We use a customer relationship model which enables us to put our clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals. Our Advisors are expected to maintain the highest level of integrity, while maintaining both an ethical and fiduciary responsibility in assisting you in Enriching Your Today, while Securing your Tomorrow.
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Verified contacts
8
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- PS
Palvinder Sandhu
Financial Advisor · Finance & Accounting
EmailPhone - CE
Craig Ediger
Chief Operating Officer, Lwa Branch Associate, Rjfs · Other
EmailPhone - HS
Heera Singh
President & CEO Senior Financial Planner · Other
EmailPhone - HS
Heera Singh
President & CEO Senior Financial Planner · Other
EmailPhone - JG
Jay Gilston
Managing Partner · General Business & Management
EmailPhone - TR
Taylor Robson
Co-owner · General Business & Management
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Legacy Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 2co-owner
- 2president & ceo senior financial planner
- 1chief operating officer, lwa branch associate, rjfs
- 1financial advisor
- 1managing partner
- 1president & ceo senior financial consultant
Sign up to unlock all 8 contacts at Legacy Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Legacy Wealth Advisors
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