As the founder and president of AMG Legacy Planning LLC., an independent financial securities firm, our top priority is to offer objective solutions designed according to our client's unique financial situation. These financial plans are based on your life. We offer comprehensive, objective financial advice to clients who desire a high level of personal service along with wealth management service. You will receive sound advice on all your financial planning needs for you and your family. We also specialize in financial planning for your business needs. We partner with National Financial which provides correspondent clearing services through National Financial Services LLC in the U.S. and Fidelity Clearing Canada ULC in Canada. Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of August 31, 2013, National Financial Services LLC serviced 20 million accounts representing $2.8 trillion in assets. I encourage you to use this website as a resource for all your financial needs, and we will continue to provide updated links to commentary and insight alike. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Please don't hesitate to contact me directly with any additional questions. I look forward to working with you.
View Top Employees from AMG Legacy PlanningWebsite | http://www.amglegacyplanning.com |
Revenue | $6 million |
Employees | 1 (1 on RocketReach) |
Address | 10100 W. Sample, Ste 300, Coral Springs, Florida 33065, US |
Phone | (954) 509-0400 |
Fax | (844) 273-4352 |
Industry | Credit Cards & Transaction Processing, Finance |
SIC | SIC Code 738 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 5223 Companies, NAICS Code 52232 Companies, NAICS Code 52 Companies, NAICS Code 522320 Companies |
Looking for a particular AMG Legacy Planning employee's phone or email?
The AMG Legacy Planning annual revenue was $6 million in 2024.
Allen Gonzalez is the President of AMG Legacy Planning.
1 people are employed at AMG Legacy Planning.
AMG Legacy Planning is based in Coral Springs, Florida.
The NAICS codes for AMG Legacy Planning are [522, 5223, 52232, 52, 522320].
The SIC codes for AMG Legacy Planning are [738, 73].