Legacy Wealth Strategies

Tax-Efficient Financial Planning, Investments, and Insurance.

Legacy Wealth Strategies

3201 Beechleaf Court, Suite 450
Raleigh, NC 27604

Phone:

  • 919-341-1730
More Information
Associate Photo

Marcus Allen

Senior Associate

Associate Photo

Jeffrey Collins, CLU

Financial Consultant

Associate Photo

John Erwin, CFP®

Partner

Associate Photo

Benjamin Kadlec

Partner

(919) 341-1731
Ben@Legacyws.com
Associate Photo

Bonnie-Clare Kunath, CLU®, ChFC®, CASL

Financial Consultant

Associate Photo

Stephen Scott

Financial Consultant

Associate Photo

Charles Stewart

Financial Consultant

Associate Photo

Jonathan Waterman

Financial Consultant

Associate Photo

Glenn Woodlief

Partner

California Insurance License #: OI27029

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck