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Our Services

Our Expertise

Our range of services is comprehensive

Personal

Legacy Financial Group provides individuals and families with top-tier products and creative services to help them grow, protect, and conserve their finances through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.

Insurance

The team members at Legacy Financial Group are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives.

Business

Here at Legacy Financial Group we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.

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For more information about NYLIFE Securities LLC and its investment professionals, click here.