Lauren Marchese's Contact Details

Lauren Marchese's Company Details

Legacy Planning Partners

Plymouth Meeting, PA, US • 50 - 99 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®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 600 W Germantown Pike Ste 261 Plymouth Meeting, PA 19462, (484) 534-2654. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, FL, GA, ID, IL, KY, LA, ME, MD, MA, MS, NJ, NM, NY, NC, OH, PA, RI, SC, SD, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html