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Legacy Care Wealth
- Financial Services
- Jersey City, NJ
About this business
Financial Planning & Investment Management Now more than ever our financial futures require comprehensive analysis to maintain success. We want you to understand not only your financial picture of today, but also your retirement and legacy for tomorrow.
Location details
201 Montgomery St Suite 2022, Ste 263, Jersey City, NJ, 07302, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am a previous employee of the business and I would absolutely recommend them. Danna, Rob and Nicole are all equally hard working, kind hearted and dedicated people all willing to go the extra mile. As far as addressing the concerns of a previous commenter, there are 2 sides of the business, a financial planning side and a tax side. The latter is operated under a different DBA but it is all still under the Legacy Care Wealth/Tax umbrella. As an employee, I was treated with kindness and respect and I saw their clients treate... read more
I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through.
Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future.
Danna is amazing. Her advice and guidance is helping me prepare for retirement. I highly recommend Danna and her partner for your financial planning.
Frequently asked questions about Legacy Care Wealth
How is Legacy Care Wealth rated?
Legacy Care Wealth has a 4.6 star rating with 9 reviews.
When is Legacy Care Wealth open?
Legacy Care Wealth is closed now. It will open tomorrow at 9:00 a.m.
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