Contact Us

Need Assistance?

If you have immediate questions, concerns, suggestions or need any type of service, call us at 919-341-1730.

If you need further assistance use the links below to get in touch with us:

Office Locations

Local Office Address

Legacy Wealth Strategies
3201 Beechleaf Court, Suite 450
Raleigh, NC 27604
Local Office Phone:
  • 919-341-1730
Directions to Local Office

Directions to Legacy Wealth Strategies - Raleigh Office

From I-440 (Beltline):
Take I-440 (the Beltline) to Capital Boulevard (exit 11 - toward Wake Forest)
Turn Left at first Light (Highwoods Boulevard)
Turn Left at 3rd Intersection (Beechleaf Court)

From Atlantic Avenue:
Take Atlantic Avenue to Highwoods Boulevard. Turn Left.
Take your 1st Right onto Beechleaf Court

We are in the first building on your right (Tower II) 4th Floor. Parking is available in the front of the building or in the parking deck located to the right of the building


Branch Office Address

3201 Beechleaf Court, Suite 450
Raleigh, NC 27604
Branch Office Phone:
(919) 341-1730
Branch Office Fax:
(919) 954-1545

California Insurance License #: OI27029

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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 owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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