Joe Burdi

Certified Financial Planner Professional and Wealth Management Advisor at Legacy Wealth Planning - Reno, NV, US

Joe Burdi's Colleagues at Legacy Wealth Planning
Kenny Ng

Chartered Financial Consultant

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Phil Mahoney

Managing Partner

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Chris Vargas

Managing Partner

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Jon Park

LPL Financial Advisor

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Wendy Hammond

Wealth Advisor

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Bodie Monroe

Financial Advisor

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Wendy Hammond

Wealth Advisor

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Joe Burdi's Contact Details
Email (Verified)
***@lwpreno.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Clinton,New Jersey,United States
Company
Legacy Wealth Planning
Joe Burdi's Company Details
Legacy Wealth Planning logo, Legacy Wealth Planning contact details

Legacy Wealth Planning

Reno, NV, US • 10 - 19 Employees
Financial Services

Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning's mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families.Securities offered through LPL Financial, Member SIPC sipc.org.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.For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com

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Frequently Asked Questions about Joe Burdi
Joe Burdi currently works for Legacy Wealth Planning.
Joe Burdi's role at Legacy Wealth Planning is Certified Financial Planner Professional and Wealth Management Advisor.
Joe Burdi's email address is ***@lwpreno.com. To view Joe Burdi's full email address, please signup to ConnectPlex.
Joe Burdi works in the Financial Services industry.
Joe Burdi's colleagues at Legacy Wealth Planning are Kenny Ng, Phil Mahoney, Chris Vargas, Jon Park, Wendy Hammond, Bodie Monroe, Wendy Hammond and others.
Joe Burdi's phone number is N/A
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