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Legacy Wealth Advisors is an independent fiduciary financial planning firm in New Jersey, trusted by 500+ families across Monmouth County and central New Jersey.

Legacy Wealth Advisors is an independent fiduciary financial planning firm in New Jersey, trusted by 500+ families across Monmouth County and central New Jersey. Led by owners Eric & Jay, we specialize in comprehensive wealth management, retirement planning, tax aware strategies, and insurance solutions for New Jersey based individuals, families, and business owners. Our high touch, client first approach is built on long term relationships, clear communication, and regular, structured reviews. W...

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Services
Investment Planning
Financial Planning
Retirement Planning
Insurance Planning
Life Insurance
Disability Insurance
Long term Care Insurance
401(k) Planning
Contact
Service Areas
  • New Jersey, USA
  • Manalapan Township, NJ, USA
  • Marlboro Township, NJ, USA
  • Princeton, NJ, USA
  • Rumson, NJ, USA
  • Freehold, NJ, USA
  • Howell, NJ, USA
  • Holmdel, NJ, USA
  • Fri 9:00 AM - 5:00 PM
    OPEN NOW
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Detailed Information
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