Brendan Speers

Director of Retirement Plan Services at Legacy Planning Partners - Horsham, Pennsylvania, US

Brendan Speers's Colleagues at Legacy Planning Partners
Johanna Jones

Executive Administrative Assistant

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Ronald Smith

Service & Conversion Manager

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Denise Oxford

Assistant to Financial Advisor

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Monica Fox

Client Relationship Manager

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Eric Ferguson

Client Relationship Manager

Contact Eric Ferguson

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Brendan Speers's Contact Details
HQ
(855) 378-1415
Location
Allentown, Pennsylvania, United States
Company
Legacy Planning Partners
Brendan Speers's Company Details
Legacy Planning Partners logo, Legacy Planning Partners contact details

Legacy Planning Partners

Horsham, Pennsylvania, US • 53 Employees
Financial Services

Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners our passion is helping our clients take the financial path to the life they want. We offer independent advice and financial solutions to individuals, families and businesses in the areas of: Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, & Retirement Plan Services. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Legacy Planning is located at 110 Gibraltar Rd, Suite 227 Horsham, PA 19044

Legacy Planning Partners
Details about Legacy Planning Partners
Frequently Asked Questions about Brendan Speers
Brendan Speers currently works for Legacy Planning Partners.
Brendan Speers's role at Legacy Planning Partners is Director of Retirement Plan Services.
Brendan Speers's email address is ***@legacy-online.com. To view Brendan Speers's full email address, please signup to ConnectPlex.
Brendan Speers works in the Financial Services industry.
Brendan Speers's colleagues at Legacy Planning Partners are Steven La Porte, Johanna Jones, Ronald Smith, Denise Oxford, Monica Fox, Will Mascio, Eric Ferguson and others.
Brendan Speers's phone number is (855) 378-1415
See more information about Brendan Speers