Legacy Retirement Advisors, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Legacy Retirement Advisors, Inc. operates in the financial services sector and provides comprehensive guidance on managing clients' finances. The firm offers services spanning tax management, investment oversight, retirement planning, estate preservation, and insurance and annuity products, with an emphasis on tailoring strategies to individual goals. It emphasizes a practical, educational approach intended to help clients understand their financial picture and pursue prudent decisions.

Based in Wooster, Ohio, Legacy Retirement Advisors serves individuals and business owners through a full-service model and maintains relationships with a variety of financial services companies to access a broad range of products. The firm emphasizes client education and a disciplined planning process to help clients understand their financial situation and work toward their stated goals. With a relatively small professional team, the firm operates within the financial services sector to offer ongoing guidance and support.

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