Legacy Financial Advisors, Inc. Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Financial Advisors, Inc. operates in the financial services sector and is based in Westborough, Massachusetts. The firm seeks to understand clients' financial objectives and provide information, guidance, and products to help them reach their goals. It emphasizes building professional and personal relationships with clients and maintains regular contact to educate them for informed decision-making.

Securities and investment advisory services are offered through SagePoint Financial Inc., a FINRA/SIPC member, and SagePoint is separately owned from Legacy Financial Advisors. The firm describes its approach as supporting a disciplined, long-term plan for clients, sustained by regular client engagement and events. Based in Westborough, the firm operates as a small financial services practice.

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