Legacy Wealth Advisors
Financial ServicesView the employees at
Legacy Wealth Advisors-
Deni Furton I help SMB owners create repeatable systems that ensure quality results and consistent, superior client service.
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Clinton Township
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Rising Star
Jonathan Kats Business Technology Major || IT Specialist-
Miami, Florida, United States
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Rising Star
Greg Carrico President at Legacy Wealth Advisors-
Clinton Township, Michigan, United States
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Rising Star
Overview
Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals. We are our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.
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