Legacy Financial Services
3300 PGA Boulevard, Palm Beach Gardens, FL 33410
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Legacy Financial Services is a trusted accounting and finance institution located at 3300 PGA Boulevard in Palm Beach Gardens, Florida. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From tax preparation to investment planning, our experts are dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with budgeting, retirement planning, or estate planning, Legacy Financial Services is here to help you secure a prosperous financial future.
Reviews
"Jay is absolutely wonderful professional and very knowledgeable they have always called me back and a very timely manner and taking care of all my needs highly recommend this company"
"Jay is the best! He is always professional and extremely knowledgeable. I trust him more then anything! Thank you for your service every year! I think it may be over 20 years now!"
"Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services."
"Jay and his staff have been handling our personal taxes since 2008 and we have been very happy with the service we receive. Jay and his team now take care of our life insurance, retirement investments and all of our business accounting. They are always available for us and always return calls in a very timely manner. Highly recommended!"
People Also Viewed
-
Steven Trend - Prudential Financial14270 Evelyn Dr, Palm Beach Gardens, FL 33410, United States
-
Northwestern Mutual Warner Financial Group3300 PGA Boulevard # 400, Palm Beach Gardens, FL 33410, United States
-
PWG Financial800 Village Square Crossing #333, Palm Beach Gardens, FL 33410, United States
-
Tax Help MD8409 N Military Trl STE 109, Palm Beach Gardens, FL 33410, United States
-
The Balance Sheet Inc.8895 N Military Trl, Palm Beach Gardens, FL 33410, United States
-
Terwilliger Financial Consulting240 Eagleton Lake Blvd, Palm Beach Gardens, FL 33418, United States
-
Wentner Financial11440 N Jog Rd, Palm Beach Gardens, FL 33418, United States
-
Delphinus Capital4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, United States
-
Foresight Financial Advisory5000 Portofino Cir Unit 116, Palm Beach Gardens, FL 33418, United States
-
Mason Financial Planning11440 Jog Rd, Palm Beach Gardens, FL 33418, United States
-
Chung Wong - Raymond James5320 Donald Ross Rd Ste 110, Palm Beach Gardens, FL 33418, United States
-
Pursuit Wealth Management4500 PGA Boulevard #304a, Palm Beach Gardens, FL 33418, United States
-
Dakota Wealth Management11376 Jog Rd Suite 101, Palm Beach Gardens, FL 33418, United States
-
Mitchell Zachary, CPA11360 Jog Rd Suite 102, Palm Beach Gardens, FL 33418, United States
-
Northwestern Mutual7108 Fairway Dr #125, Palm Beach Gardens, FL 33418, United States
-
Retirement Network Advisors - Jupiter Joe Thomas4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, United States
-
PNC Private Bank7121 Fairway Dr Suite 300, Palm Beach Gardens, FL 33418, United States
-
Freedom Support Solutions, LLC4500 PGA Boulevard # 301B, Palm Beach Gardens, FL 33418, United States
-
Veracity Financial Services4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, United States
-
Clement C Brandenburg Jr CPA PA4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, United States
-
JVA Accountants & Advisors LLC5100 PGA Boulevard # 309, Palm Beach Gardens, FL 33418, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Tax Preparation Services
- Audit & Consulting
- Accountant Services
- Accounting Services For Self Employed
- Asset Protection Planning
- Budgeting Advice
- Business Investment Strategies
- Business Loan Financing
- Corporate Tax Returns
- Estate Planning
- Financial Advisor
- Financial Planning
- Financial Planning For Seniors
- Individual Tax Preparation
- Inheritance Planning
- Investment Planning
- Investment Risk Management
- Irrevestment Solutions
- Personalized Wealth Management
- Retirement Planning
- Small Business Accounting
- Small Business Financial Management
- Tax Debt Relief
- Tax Planning Strategies
- Tax Return Filing
- Trust Planning
- Wealth Consolidation
- Wealth Management
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos