WHO WE ARE

We are dedicated to providing quality information and guidance for your retirement and financial future.

Our Core Values:

  • • Transparency
  • • Honesty
  • • Dedication
  • • Respect
  • • Education
  • Learn More

    EDUCATIONAL WORKSHOPS

    We like to provide important information on a regular basis for those looking to create sound financial strategies. Join us for one of our informational seminars.

    Legacy Financial Advisor Service Areas

    Orlando

    Apopka

    Altamonte Springs

    Winter Springs

    Longwood

    Winter Park

    Lake Mary

    Sanford

    Maitland

    Oviedo

    Heathrow

    & More!