Rely CFP(r)

Wealth Advisor at Legacy Wealth Management Group - Boise City, ID, US

Rely CFP(r)'s Colleagues at Legacy Wealth Management Group
Thomas Bartolomeo

Managing Partner

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Bob Nebel

Financial Advisor

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Caleb Howard

Portfolio Support

Contact Caleb Howard

Nuri Rubenstein

Associate Wealth Advisor

Contact Nuri Rubenstein

Aaron Pepin

Financial Services Professional

Contact Aaron Pepin

Joan Wills

Sr. Registered Account Administrator

Contact Joan Wills

Marcia Boyd

Administrative Assistant

Contact Marcia Boyd

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Rely CFP(r)'s Contact Details
Email (Verified)
***@legacywealthmg.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
208-955-4305
Location
Company
Legacy Wealth Management Group
Rely CFP(r)'s Company Details
Legacy Wealth Management Group logo, Legacy Wealth Management Group contact details

Legacy Wealth Management Group

Boise City, ID, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Independent Registered Investment Advisor

Wealth Management Real Estate Portfolio Modeling Financial Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Wealth Management Group
Frequently Asked Questions about Rely CFP(r)
Rely CFP(r) currently works for Legacy Wealth Management LLC.
Rely CFP(r)'s role at Legacy Wealth Management LLC is Wealth Advisor.
Rely CFP(r)'s email address is ***@legacywealthmg.com. To view Rely CFP(r)'s full email address, please signup to ConnectPlex.
Rely CFP(r) works in the Investment Management industry.
Rely CFP(r)'s colleagues at Legacy Wealth Management Group are Thomas Bartolomeo, Bob Nebel, Caleb Howard, Nuri Rubenstein, Aaron Pepin, Joan Wills, Marcia Boyd and others.
Rely CFP(r)'s phone number is 208-955-4305
See more information about Rely CFP(r)