Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

𝐋𝐞𝐠𝐚𝐜𝐲 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐚 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐛𝐫𝐨𝐤𝐞𝐫-𝐝𝐞𝐚𝐥𝐞𝐫 𝐧𝐨𝐫 𝐚 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐬𝐨𝐫.

𝐋𝐞𝐠𝐚𝐜𝐲 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 and 𝐕𝐚𝐧𝐝𝐞𝐫𝐛𝐢𝐥𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐆𝐫𝐨𝐮𝐩 are separate and unaffiliated entities. 
𝐕𝐚𝐧𝐝𝐞𝐫𝐛𝐢𝐥𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐆𝐫𝐨𝐮𝐩 is the marketing name for 𝐕𝐚𝐧𝐝𝐞𝐫𝐛𝐢𝐥𝐭 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬, 𝐋𝐋𝐂 and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
𝐂𝐥𝐞𝐚𝐫𝐢𝐧𝐠 𝐚𝐠𝐞𝐧𝐭: Fidelity Clearing & Custody Solutions
Advisory Services offered through Consolidated Portfolio Review
𝐂𝐥𝐞𝐚𝐫𝐢𝐧𝐠 𝐚𝐠𝐞𝐧𝐭: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
𝐒𝐮𝐩𝐞𝐫𝐯𝐢𝐬𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐞: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit 𝐰𝐰𝐰.𝐯𝐚𝐧𝐝𝐞𝐫𝐛𝐢𝐥𝐭𝐟𝐠.𝐜𝐨𝐦/𝐝𝐢𝐬𝐜𝐥𝐨𝐬𝐮𝐫𝐞𝐬

*𝐒𝐚𝐧𝐝𝐫𝐚 𝐇𝐚𝐲 𝐌𝐚𝐠𝐝𝐚𝐥𝐞𝐧𝐨 𝐢𝐬 𝐚 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐕𝐚𝐧𝐝𝐞𝐫𝐛𝐢𝐥𝐭 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬.

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