We believe in having character, courage and honesty in every interaction with our clients.
We prioritize the best interests of our client at all times and are committed to helping our clients achieve their financial goals with integrity and professionalism.
We believe in maintaining the knowledge, skills, ethical standards and commitment necessary to serve the best interest of our clients.
We maintain a clear focus on serving our clients' needs objectively, without conflicts of interest, and with a commitment to delivering unbiased advice.
We believe in holding ourselves and our partners accountable at all times. If we make a commitment - we will honor it. If our client is not 100% satisfied with our service - we will fix it.
We believe in open and honest communications with our clients - at all times. We believe in providing clear explanations, regular reviews and offering timely responses to every client inquiry.
Legacy Wealth Investment Counsel, LLC
17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States
Copyright © 2024 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.
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