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Katz Legacy FinancialFinancial advisor in Wilmington, NC

Katz Legacy Financial is a financial advisor at 311 Judges Rd #10f, Wilmington, NC 28405, ranked #23 of 43 financial advisors in Wilmington and rated 5.0 from 4 Google reviews. 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.

Wilmington, NCUpdated 0 paid placements in any rankingHow we rank

Call (910) 520-1428Website ↗

Key facts

Key facts about Katz Legacy Financial
Address311 Judges Rd #10f, Wilmington, NC 28405Get directions
Phone(910) 520-1428
Websitekatzlegacyfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wilmington and 3 towns within 25 miles: Murraysville, Masonboro and Leland.

Based in Wilmington, NCView on map

Opening hours

Opening hours for Katz Legacy Financial
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 Katz Legacy Financial

How is Katz Legacy Financial ranked in Wilmington?

Katz Legacy Financial is ranked #23 of 43 financial advisors in Wilmington by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Katz Legacy Financial’s hours?

Katz Legacy Financial 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 Katz Legacy Financial serve?

Serves Wilmington and 3 towns within 25 miles: Murraysville, Masonboro and Leland. 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 Katz Legacy Financial?

Katz Legacy Financial has a rating of 5.0 from 4 Google reviews. 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 Katz Legacy Financial?

Call Katz Legacy Financial on (910) 520-1428. The business is at 311 Judges Rd #10f, Wilmington, NC 28405. 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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Compare nearby financial advisors

Katz Legacy Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Katz Legacy Financial (this business)—655.0 (4)NoNo
Glen Hedrick @ Old North State Wealth Management#21655.0 (4)NoNo2.5 mi
Eastwood Wealth#22655.0 (4)NoNo2.3 mi
Peak to Port Wealth#24655.0 (4)——5.1 mi

See all 43 ranked financial advisors in Wilmington