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.

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

Insurance

Legacy Wealth Partners

Michael J. Levin

Chris Cuccia

Doug Gallagher

Frank Zito Jr

Katie Malaney (Burns)

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

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Team members

Other teams at Legacy Wealth Partners

Leadership Team