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Family Wealth & Legacy, LLC
Financial planner
0(0 reviews)
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Wealth Accumulation
- Legacy Planning
About
Family Wealth & Legacy is a financial planning firm based in Rochester, New York, dedicated to providing financial planning and investment management services. The firm focuses on helping clients develop comprehensive strategies for retirement planning, wealth accumulation, and legacy planning. Their team is committed to guiding individuals and families in achieving their financial goals through personalized advice and tailored solutions. Family Wealth & Legacy serves a diverse clientele, including families and individuals seeking to secure their financial future.
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Location
200 Meridian Centre Blvd Suite 150, Rochester, New York
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Business Information
Address
200 Meridian Centre Blvd Suite 150
Rochester, New York 14618
Phone
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Website
Business Hours
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