About Us We intend to make a name for ourself
The mission of Legacy Wealth Strategies is to provide a "wholistic" approach to wealth management and asset protection. We believe the best Financial Plans have a solid foundation of protective products, a sound budget and savings plan and well considered investment choices for your current Life Stage.
47 Years of experience
A wealth of experience, knowledge an resources to draw on to provide our clients with the best service.
Best Insurance Options
With over 60 companies to draw on and their wide diversity of products, we feel confident we can find a plan that fits your needs, situation and budget.
679
Investment Options
48
New Clients
14
Awards Won
61
Insurance Companies
Legacy Wealth Strategies Team
Bill Kardos, CRC
Financial Advisor, CEO
Coming Soon
Advisor
Coming Soon
Client Relations Manager
Diana Barnett
Advisor
At Legacy Wealth Strategies we offer our clients Personal, Wholistic Wealth Mangement. This simply means we are not only looking to grow your wealth; but also to identify risks and dangers to your goals and help implement a plan to protect against them.