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Legacy Wealth Planning GroupFinancial advisor in Schenectady, NY

Legacy Wealth Planning Group is a financial advisor at 7 Southside Dr Ste 204, Clifton Park, NY 12065, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Schenectady, NY0 paid placements in any rankingHow we rank

Call (518) 280-4867Website ↗

Key facts

Key facts about Legacy Wealth Planning Group
Address7 Southside Dr Ste 204, Clifton Park, NY 12065, Schenectady, NYGet directions
Phone(518) 280-4867
Websitelegacywpg.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Schenectady and 10 towns within 25 miles: Cohoes, Latham, Watervliet, Troy, Rotterdam, Roessleville, West Albany, Albany, Saratoga Springs and Amsterdam.

Based in Schenectady, NYView on map

Opening hours

Opening hours for Legacy Wealth Planning Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Legacy Wealth Planning Group

What are Legacy Wealth Planning Group’s hours?

Legacy Wealth Planning Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Legacy Wealth Planning Group serve?

Serves Schenectady and 10 towns within 25 miles: Cohoes, Latham, Watervliet, Troy, Rotterdam, Roessleville, West Albany, Albany, Saratoga Springs and Amsterdam. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Wealth Planning Group?

Legacy Wealth Planning Group has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Wealth Planning Group?

Call Legacy Wealth Planning Group on (518) 280-4867. The business is at 7 Southside Dr Ste 204, Clifton Park, NY 12065, Schenectady, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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