Edward T Stein Associates Limited

HistoryWith over 25 years of combined experience, the professionals at Legacy Wealth Management use their experience to help achieve their clients' goals. Starting his career in 1991, Todd J. Geller has strived to create a business model with the client at the center. Todd works hard to stay abreast of changes in the financial industry and dedicates himself to pursuing new educational opportunities to continue being a valuable resource for the clients of Legacy Wealth Management. Todd currently holds his Series 7, 63, and Insurance Licenses and also is an Accredited Wealth Management Advisor (A.W.M.A.) Richard Rubin joined Todd's Legacy Wealth Management practice in 2004 to help maintain the commitment to outstanding customer service. Richard currently holds his Series 7 and 63 licenses. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.SpecialtiesAt Legacy Wealth Management of Janney Montgomery Scott LLC we are committed to providing a high-level of service to our clients. Legacy Wealth Management offers full-service financial planning. We are often able to help our clients increase income, lower risk, increase diversification, lower taxes on investments, and much more. We focus on providing our clients with the resources and advice to make strong financial decisions, develop disciplined strategies, and build well-diversified portfolios.

Raymond James Financial Services, based in Melville, NY, is a global financial firm specializing in providing trusted advice and tailored strategies for individuals and institutions. Their comprehensive services include wealth management, investment solutions, financial and retirement planning, estate and charitable giving services, banking and lending, insurance solutions, and more. With a strong focus on people and their financial well-being, Raymond James is committed to corporate responsibility and sustainability through partnerships with organizations like Junior Achievement of Tampa Bay. They prioritize a supportive and inclusive work environment, valuing their associates and their contributions to the company's culture. Generated from the website