At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions.

Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations.

------ 
Disclosures: https://www.thelegacywealthpartners.com/licensing

Insurance

Legacy Wealth Partners

Legacy Wealth Partners' headquarters in Tampa, FL, United States

Michael J. Levin

Frank Zito Jr

Katie Malaney (Burns)

Lana Liniger

The Financial Services Team at Legacy Wealth Partners provides tailored financial guidance and strategies, helping clients coordinate and centralize their financial affairs. They offer expert advice and up-to-date information to ensure well-informed decision-making, aiming to protect and optimize both personal and business financial futures.

Financial Services Team

The Leadership Team at Legacy Wealth Partners is responsible for setting the strategic direction of the company, ensuring the effective coordination of financial services, and maintaining high standards of client service. This team oversees major business decisions, financial planning, and organizational management to support the company's mission of providing tailored financial guidance and solutions to clients across Central Florida and the nation.

Legacy Wealth Partners

Org chart

Teams

Financial Services Team

Leadership Team

Offices

Legacy Wealth Partners

Org chart

Teams

Financial Services Team

Leadership Team

Offices

Related companies