124270attr:life insuranceinsurance
Daniel C. Danese, CFP , CLU, CERTIFIED FINANCIAL PLANNERTM practitionerLegacy Solutions, Inc is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in...
Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. Our clients are our highest priority. Although...