Welcome
Business Succession Planning to Continue your Legacy?
Let our experienced team guide you through the process of establishing and executing a succession plan for your business.
Specialization in the Financial Industry on Mergers & Acquisitions
Planning your firms Legacy should not be a conversation or plan that is put off. A continuity plan should be in place once there is a business with clients and value. If you are a firm, advisor, agent, or accountant that wants to review, make changes, or establish a plan... Legacy 4ward is ready to speak with you.
Registered Investment Advisors, RIA's, Investment Advisor Representative, IAR's, Advisors, Brokers, Insurance Agencies, Insurance Agents, Accountants, CPA's, Accounting Practices.
Legacy 4ward
407 East Main Street, Port Jefferson, New York 11777, United States
Hours
Open today | 09:00 am – 05:00 pm |
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