Joan Wills's Contact Details

Joan Wills's Company Details

Legacy Wealth Management

Plantation, FL, US • 20 - 49 Employees
Financial Services

Legacy Wealth Management is a boutique wealth management firm with offices headquartered in Plantation, FL. We help our clients pursue their life goals by providing objective, independent investment advice coupled with comprehensive financial planning. Our firm's three locations (in Miami and Plantation) serve clients living in South Florida and throughout the United States. Our team of professionals has over 150 years of combined experience working with complex financial matters.Legacy Wealth Management's mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients' expectations.For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free).The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC,TX, VA, WASecurities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor. Legacy Wealth Management and LWM Advisory Services LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.