Masters Legacy Planning, Inc. Email Format

Financial ServicesNew Jersey, United States2-10 Employees

Masters Legacy Planning, Inc. is a financial services firm based in Linwood, New Jersey. With more than twenty years of experience, it provides professional guidance intended to help individuals and families achieve their personal and financial objectives for themselves, their heirs, and the surrounding community. The organization operates with a small team to serve its clients.

Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser affiliated with FINRA and SIPC. Masters Legacy Planning provides additional advisory services as a Registered Investment Adviser, independently of Commonwealth. This arrangement situates the firm within the financial services sector, serving individuals and families seeking professional guidance on their financial objectives.

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