Legacy Financial Planning Employee Directory

Financial ServicesNew York, United States2-10 Employees

Legacy Financial Planning is a financial services firm based in Rochester, New York, that guides individuals through retirement planning and asset distribution. The firm offers a broad range of services, including financial planning, retirement income planning, insurance and risk management, long-term care planning, estate and legacy planning, trust services, special needs planning, 401(k)/403(b) investment management, and corporate education services. With more than twenty years of experience serving people preparing for life after work, the practice emphasizes a steady, supportive approach to managing income and preserving assets over a multi-decade retirement. The firm operates with a small team, enabling more personalized service.
Legacy Financial Planning works within the Raymond James advisor ecosystem, with investment advisory services offered through Raymond James Financial Services Advisors, Inc., while the firm itself remains independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., a FINRA/SIPC‑member broker-dealer.

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