Why choose this provider?
Legacy Wealth Management offers a broad range of services, including financial planning, asset management, risk management, trust services, and environmental, social, and governance investing. Serving its clients in Davie, the firm's team has a collective experience of a century and a half in complex financial matters. Managing principal and CIO Tony DuBose co-founded the firm. He holds an Accredited Investment Fiduciary designation and has more than two and a half decades of experience as a wealth advisor.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
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