Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.
About us
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing
- Website
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http://www.thelegacywealthpartners.com
External link for Legacy Wealth Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Tampa, FL
- Type
- Privately Held
- Specialties
- Insurance, Retirement, and Investments
Locations
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Primary
Get directions
4830 W Kennedy Boulevard., Suite 800
Tampa, FL 33609, US
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Get directions
301 E Pine St
Suite 800
Orlando, Florida 32801, US
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Get directions
350 Camino Gardens Blvd
Suite 200
Boca Raton, Florida 33428, US
Employees at Legacy Wealth Partners
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Joanne Smith
Business Manager at Levin Financial Group
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Chris Cuccia
Managing Partner at Legacy Wealth Partners, a MassMutual Firm
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Allan Zucker
Entrepreneur focused in the Digital & Affiliate Marketing space and Financial Services sector
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Michael J. Levin
President & CEO at Legacy Wealth Partners
Updates
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What’s the financial and emotional burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.
Costs and Considerations for In-Home Elder Caregiving
agefriendly.com
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You’re on a mission to build wealth. You’re willing to accept higher risk for higher potential returns. And you don’t let market volatility slow you down. You are an aggressive investor.
Investor profile: Are you aggressive?
massmutual.advisorstream.com
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The United States has a brilliant, flawed, and wonderful election process. It is the best that exists (to my knowledge), even though it has more problems than we can count. It creates passion, confusion, broken promises, hopes, dreams … and, at the end, results in one person standing to oversee the country for the next four years.
Do presidential elections impact markets?
massmutual.advisorstream.com
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A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.
Business owners: Check your buy-sell agreement
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Let’s talk through the retirement savings conversation you’ll be having with your clients and how an immediate annuity could help them close their income gap.
Retirement Income Gap Calculator
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Weiser Financial proudly served as a top sponsor for the 2024 Princeton Child Development Institute's Spring Sensation event. This event raised nearly $420,000 to support PCDI's mission of empowering people impacted by autism. The remarkable contributions of our partners to the community are truly inspiring.
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