Legacy Wealth Management, Inc. - Manassas, Virginia

Address: 10432 Balls Ford Rd #100, Manassas, VA 20109.
Phone: 8776504738.
Website: lwealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Legacy Wealth Management, Inc.

Legacy Wealth Management, Inc. 10432 Balls Ford Rd #100, Manassas, VA 20109

☎️8776504738

⏰ Open Hours of Legacy Wealth Management, Inc.

Monday: 8 AM–4:30 PM
Tuesday: 8 AM–4:30 PM
Wednesday: 8 AM–4:30 PM
Thursday: 8 AM–4:30 PM
Friday: 8 AM–12:30 PM
Saturday: Closed
Sunday: Closed

Legacy Wealth Management, Inc.: Un servicio financiero de confianza

Con sede en Manassas, VA, Legacy Wealth Management, Inc. ofrece servicios de planificación financiera personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Sobre nosotros

Address: 10432 Balls Ford Rd #100, Manassas, VA 20109.

Phone: 8776504738.

Website: lwealthmanagement.com.

Especialidades

Financial planner: Nuestro equipo de expertos en finanzas personalizados ofrecerá asesoramiento y orientación para ayudarle a tomar decisiones informadas sobre su patrimonio.

Características

Confianza y comodidad: Trabajamos con personas que valoran la confianza y la comodidad, lo que nos permite ofrecer un servicio personalizado y personalizado.

Accesibilidad: Nuestro edificio está diseñado con accesibilidad en mente, con una entrada y un estacionamiento accesible para personas con discapacidad.

Respeto: Entendemos que cada persona es única, y nos aseguramos de tratar cada una de nuestras clientes con respeto y empatía.

Otras características de interés

Entrada accesible para personas con discapacidad

Estacionamiento accesible para personas con discapacidad

Restaurante

Apoyo a la planificación

Opciones de contacto

Apuntar

Es recomendable hacer una cita para asegurarse de que podamos dedicarle el tiempo y la atención que necesita.

Opiniones

Esta empresa tiene 33 reseñas en Google My Business.

Media de opinión: 4.9/5

Los clientes elogian a Jay y su equipo por su confianza y comodidad, así como por su capacidad para ofrecer asesoramiento personalizado y respetuoso.

👍 Reviews of Legacy Wealth Management, Inc.

Legacy Wealth Management, Inc. - Manassas, Virginia

Eric G.

5/5

Jay and his team are great to work with. There is a confidence and comfort that comes from working with thoughtful and helpful professionals. All of our discussions are highly personalized and open. The sensitivity and responsiveness I get is excellent. 100% of Jay’s recommendations and guidance over the years has been spot on. I highly recommend him.

S L.

5/5

Approaching retirement, 5 years ago we attended an informative and NO-pressure seminar hosted by Jay Sharif. We chose to work with Jay with our investments, and have found he and his team to be informative and helpful. We are very pleased with his work on our behalf, and we highly recommend Legacy Wealth Management Inc!

Gerri A.

5/5

After allowing my employer's investment company to manage my finances for many years, I finally got serious now that I am already in my retirement years but still working. I attended a seminar with my daughter sponsored by "Legacy" and was impressed with Jay from that first meeting. I signed up for a free consultation with Jay. After that consultation, I felt that Jay was someone I could trust with my financial future. He is so intelligent and knowledgeable about investments and he made me feel like he had my best interest at heart. To add to his expertise, he is also an extremely kind and patient individual and took the time to explain things until I was comfortable with the information he was providing. I definitely feel confident that my investments are in "good hands" and I am so happy that I decided to meet with Jay and his awesome staff! I now have fewer financial concerns about my retirement years! Thank you Jay!

Walter M.

5/5

We have been with Legacy Wealth Management, Jay, for about 9 years. He has been great in managing our finances and providing recommendations when to move them to make more money and help us from having to pay additional taxes. We are very pleased with his knowledge and support he has provided us.
We highly recommend him and his company.

Norvis J. J.

5/5

Since 2019, I have had the opportunity to work with Jay and his staff in developing a financial retirement strategy. Jay and his associates are very knowledgeable and professional in handling my financial accounts and keeping me current. The environment is relaxing, and the staff is amiable. I highly recommend Jay's Legacy Wealth Management for financial support.

Irina I.

5/5

After many years of self managing of our investment, my husband and me decided to put it under one umbrella with Jay Sharifi as our investment advisor. Never regretted. 1. No more headache. 2. Money is growing. 3. Jay is always there to answer any questions or concerns

Viorel B.

5/5

I had an excellent experience with Legacy Wealth Management in planning for my retirement abroad. Their team provided invaluable guidance, addressing all my questions and navigating complex financial considerations with expertise and care. Their thorough approach and tailored advice gave me peace of mind, ensuring I could transition smoothly to this next chapter of my life. I highly recommend their services for anyone seeking professional support in international retirement planning.
Thank you, Mr. Sharifi.

James W.

5/5

I have been a client of Legacy since 2016. Jay has always and continues to handle my portfolio excellently. I am very happy with the treatment and service I have received. I cannot envision going to any other financial advisor.