Legacy Planning Partners
3440 Hamilton Boulevard, Allentown, PA 18103
About the Business
Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.
Photos
Location & Phone number
3440 Hamilton Blvd, Allentown, PA 18103, United States
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
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Advanced Trust Solutions
- Asset Protection
- Bespoke Financial Advisory
- Business Succession
- Charitable Giving
- Comprehensive Estate Planning Services
- Customized Financial Solutions
- Elder Law Planning
- End-To-End Wealth Solutions
- Estate Planning
- Estate Tax Strategies
- Expert Fiduciary Guidance
- Family Business Continuity
- Family Wealth
- Fiduciary Services
- Financial Advisory
- Financial Planning
- High-Net-Worth Estate Services
- Holistic Financial Planning
- In-Depth Financial Analysis
- Inheritance Planning
- Integrated Wealth Management
- Legacy Planning
- Legacy Wealth Preservation
- Life Insurance Planning
- Long-Term Care Planning
- Multi-Generational Wealth Planning
- Personalized Retirement Strategies
- Proactive Estate Management
- Probate Services
- Retirement Planning
- Sophisticated Estate Planning
- Strategic Asset Allocation
- Strategic Legacy Growth
- Tailored Tax Strategies
- Tax Planning
- Trust Administration
- Wealth Management
- Wealth Transfer
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