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Legacy Advisor, LLC - Home
Is an independent, insurance and fee-based financial planning firm owned and managed by Kurt DeVries, J.D. Kurt has over 15 years experience in financial planning, estate and business succession planning, life insurance, and executive compensation and benefits. . Unlike many other financial advisors, we do not sell or solicit. Not sell any products to fee-based. Insurance Services and Products. Cash Value) and Term Life Insurance. Multi-Disciplined Advice (Law & Finance). Kurt DeVries, J.D.,. The most d...
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Home | Legacy Advisor Network
Insurance and Protection Planning. Wealth Management and Estate Planning. We offer a variety of specialized services designed to meet your specific goals and needs. We hope to provide resources to help our clients achieve the financial fulfillment they desire. Highly effective, experienced, educated and client-oriented, they are also leaders in their communities, highly ethical, with strong values and commitment. For a no-obligation assessment. Legacy Advisor Network / Our Legacy is your Success. Advisor...
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Legacy Advisors, Inc.
Legacy Advisors, Inc. 100 N Main Street, Fourth Floor. Chagrin Falls, OH 44022-2767. We are located in the Step North Building. Walking On Eggshells Publication.
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Experienced M&A Specialists. What we do for you: Using our various professional networks, including the Alliance of M&A Advisors (AM&AA), M&A Source, the International Business Brokers Association (IBBA), MainSource, the Association for Corporate Growth (ACG), and numerous internet-based deal exchanges, Legacy M&A Advisors coordinates business buyers and sellers nationwide and internationally. This includes the preparation of … More about our company. Click here to view more testimonials and videos.
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Legacy Advisors, LLP: Firm Profile
Legacy Advisors, LLP was founded in 2004 by partners that had a combined 40 years of experience at a Big Four international accounting firm. Our extensive experience in the tax arena enhances the Firm’s mission of providing highly attentive, personal client services. Our passion lies in providing high quality client service. Our rewards come from our close, long-standing relationships with our clients.
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Legacy Advisors, Inc.
Legacy Advisors, Inc. 100 N Main Street, Fourth Floor. Chagrin Falls, OH 44022-2767. We are located in the Step North Building. Walking On Eggshells Publication.
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Legacy Advisors, Inc.
Markets at a Glance. Welcome to our Web site,. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Four Financial Numbers You Should Know. Four financial numbers that you should understand (and that could potentially improve your financial situation). Pick Your Plastic: Debit or Credit? Some pros and cons for the use of credit cards versus debit cards for purchases. FAFSA in the Fall for Lower Stress. No Shortage of Liability Risks. Percent Dif...
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Guided Content / Tools. Sign Up For Our Blog. Is Your Practice Prepared For The “Great Wealth Transfer? A Powerful Legacy Planning System For The Trusted Advisor. Creating A Legacy Involves More Than Just Transferring Wealth. Follow along with our guided program delivered directly to your inbox! Grant clients free portal access to Legacy resources as a value-added extension of your services. Transform your practice, deepen client relationships, and attract new clients by utilizing Legacy.
