Legacy Solutions

About Legacy Solutions

Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We – more... have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.

Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution. – lessMore from ZoomInfo »

Legacy Solutions Employer Reviews

Working at Legacy Solutions

  • It's always hard to know what to expect when going in for that interview -- and preparation can make all the difference. What is the interview process like at Legacy Solut...
  • What do you think - will Legacy Solutions grow fast? Are they expanding their staff? How does Legacy Solutions stack up against the competition?
  • What are the average starting salaries, bonuses, benefits and travel requirements like at Legacy Solutions? What do you like best about working at Legacy Solutions? Are t...
  • Every business has its own style. What is the office environment and culture like at Legacy Solutions? Are people dressed in business casual, jeans and t-shirts, or full-...
  • Do you work at Legacy Solutions? How did you find the job? How did you get that first interview? Any advice for someone trying to get in?