Legacy Capital Financial Management, Inc.

Legacy Planning Financial Advisory Services. Tax Free Retirement Education and Planning. Annuity Specialty Brokerage. Complete Investment, Insurance, Wealth Management, Estate Planning; including Tax Planning and Trust/Estate Planning. Working closely with CPAs, Trust/Estate Attorneys, Elder Law Attorneys, and Insurance Carriers to deliver a comprehensive client plan.

Industry

Financial Services

Company size

2-10 employees

Headquarters

Margate, FL

Type

Privately Held

Founded

2003

Specialties

Annuities, Indexed Universal Life, College Funding Planning, Retirement Plans, Estate Planning, and Estate Tax Protection Planning