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
Raleigh, NC 27612
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

Raleigh, NC 27612
Branch Office Phone:

(919) 341-1730

Branch Office Fax:

(855) 415-2574

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 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.

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