Legacy Planning Partners, located in Glens Falls, NY, is a financial firm that offers a range of services to help clients with their financial planning needs. With a team of experienced associates, they provide personalized solutions to help individuals and families achieve their financial goals. From retirement planning to insurance and investment strategies, Legacy Planning Partners is dedicated to helping their clients build a solid foundation for their future.
As a registered investment advisor, Legacy Planning Partners is committed to providing quality advice and guidance to their clients. They offer services such as annuity and long-term care insurance, 401(k) information, and legacy planning. With a focus on helping clients make the most of their financial resources, Legacy Planning Partners understands the importance of adapting planning strategies as individuals' needs change over time. Whether it's securing a comfortable retirement or protecting assets for future generations, Legacy Planning Partners is there to help clients navigate the complexities of financial planning.
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