Legacy Wealth Strategies.

Tax-Efficient Financial Planning, Investments, and Insurance.

Legacy Wealth Strategies

5104 BUR OAK CIR Raleigh, NC 27612

Phone:

  • (919) 341-1730

More Information
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Marcus Allen, RFC® RICP®

Financial Advisor

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Ethan Carr

Financial Advisor

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Jeffrey Collins, CLU

Partner

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Alfred Darakjian, CPA, MBA

Trusted Advisor

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John Erwin, CFP®

Partner

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Benjamin Kadlec

Managing Partner

(919) 341-1731
Ben@Legacyws.com
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Bonnie-Clare Kunath, CLU, ChFC, CASL

Financial Advisor

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Cole Nolte

Financial Advisor

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Austin Poythress, CFP®

Financial Advisor

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Stephen Scott

Partner

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Charles Stewart

Financial Advisor

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Juan Trujillo

Financial Advisor

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Jonathan Waterman

Partner

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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

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