Legacy Wealth Management, Inc.
10432 Balls Ford Road, Manassas, Virginia, United States
About the Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. is a finance institution located at 10432 Balls Ford Road in Manassas, Virginia, United States. Since 2006, we have been assisting individuals throughout Northern Virginia in working towards their financial goals. We are dedicated to providing you with the information and guidance needed to make informed decisions about your financial future. Our services include retirement income strategies, asset protection, IRA legacy planning, wealth management, and tax minimization strategies.
At Legacy Wealth Management, we prioritize evaluating and assessing your financial situation to provide recommendations that are in your best interest, always acting with integrity and transparency. Whether you are facing a layoff or considering a buyout, we offer resources such as the "10-Step Layoff Survival Guide" and "Can You Retire If Offered a Buyout?" to help you navigate these situations.
We are an independent financial services firm offering investment advisory services to help individuals create personalized retirement strategies using a variety of investment and insurance products. Our goal is to assist you in designing a strategy for financial independence and security. Please note that investing involves risk, and no investment strategy can guarantee a profit or protect against loss.
If you are looking to take control of your financial future and make informed decisions, Legacy Wealth Management is here to help. Visit our website for more information and to access our calendar of upcoming events. Remember, the information provided on our website is for informational purposes only and should not be used as the sole basis for financial decisions. Contact us today to learn more about how we can assist you in achieving your financial goals.
Photos of Legacy Wealth Management, Inc.
10432 Balls Ford Rd #100, Manassas, VA 20109, United States
Opening hours of Legacy Wealth Management, Inc.
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Legacy Wealth Management, Inc.
"A member of Jay Sharifi's team, Noland Howe, helped me to interpret my 2021 tax forms for my IRAs and two annuities. I was very pleased with Noland's timely response and concise explanations. Overall, my experience working with Noland was fantastic."
"Up until 2020 my experience with Jay Sharifi was satisfactory, but since then I lost 40% of my portfolio. When the market became rocky in 2020, he advised me to stay the course because in his words, "we don't want to miss the upswing in the market." Finally in September 2022 I asked him to take me out of the market to avoid being wiped out completely. Jay never created a good plan that anticipated market swings, nor did he create a good balance between risk and return for a near retirement client. Jay was not a fiduciary financial advisor for me."
"Jay Sharifi is very knowledgeable. He takes the the time to get to know his clients and their needs. Highly recommend him and his team."
"Very friendly all around. Jay is extremely knowledgeable and truly has his clients' best interests at heart. Highly recommend."
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