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


Legacy Wealth Strategies

5106 Bur Oak Circle, Raleigh, NC 27612

From I-440 (Beltline):
Take I-440 (the Beltline) to Glenwood Avenue (exit 7B - toward Crabtree Valley / Durham)
Merge right onto Glenwood Avenue
Turn Left at the Hollyridge Drive light (across from La-Z-boy and Rooms To Go)

Pass Peddler Steak House on Right

Turn Right onto Bur Oak Circle

First double condo on the Right

We have client reserve parking infront of the buildings.

Our conference rooms are located at 5106, so please use this entrance. A bright blue door and signage iis displayted to help with navigating.  


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.

Link to

Privacy Policy

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