Wealth and Asset Management
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
Wealth Enhancement Group has announced the acquisition of Legacy Financial Planning a hybrid RIA with three offices located in Rochester, NY, Oswego, NY and Naples, FL. Legacy Financial Planning oversees more than $371 million in client assets** with a team of three advisors and four support staff led by Chief…
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