Legacy Wealth Planning Group

  • Financial Investments/Services
7 Southside Drive, Suite 204
Clifton Park, NY 12065
(518) 280-4867
(518) 280-4879 (fax)
Hours:
Monday - Friday
9:00 AM - 6:00 PM

About Us

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering read more
  • About

    We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future

  • Media

  • Whom to Contact

    • Heather Perry
      7 Southside Drive, Ste 204
      Clifton Park, NY 12065
      Phone: (518) 280-4867
      Fax: (518) 280-4879
    • Justin Spraker
  • Directions

    We are located in Clifton Park, NY at the Shops at Village Plaza.