At Legacy Benefit Advisors, we have helped hundreds of individuals at various stages of retirement achieve the peace of mind they seek. The transition into retirement is complicated, which is why our team partners with clients to make sure the right choices are made at the onset, and throughout each individual’s journey. By listening to our clients’ concerns and understanding their goals, we help design a customized plan that considers the importance of health, lifestyle, and budget. Having a sound plan will help ensure the legacy you worked so hard to build, will be protected. The LBA advisors are proud members of the Office and Professional Employees International Union and offer their consultative services to you at no cost. Bob has over thirty years of experience working with the Rhode Island labor community, and leads the hand-picked LBA team, which he describes as “the best of the best.” He understands the complex field of health and ancillary benefits, and prides himself on going above and beyond for his clients. He holds a Master’s in Business Administration (MBA) from Providence College, and a Bachelor of Science (BS) in Accounting from Southeastern Massachusetts University. Additionally, Bob maintains the designation of Certified Health Consultant from Purdue University. As a devoted husband, father, and grandfather, Bob personally understands the importance of passing on his legacy.
View Top Employees from Legacy Benefit AdvisorsWebsite | https://lbari.com/ |
Revenue | $7 million |
Employees | View employees |
Founded | 2017 |
Address | 1300 Division Rd Ste 203, West Warwick, Rhode Island 02893, US |
Phone | (401) 868-1400 |
Industry | Financial Services, Insurance |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 5242 Companies, NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 52421 Companies |
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The Legacy Benefit Advisors annual revenue was $7 million in 2024.
1 people are employed at Legacy Benefit Advisors.
Legacy Benefit Advisors is based in West Warwick, Rhode Island.
The NAICS codes for Legacy Benefit Advisors are [5242, 524210, 52, 524, 52421].
The SIC codes for Legacy Benefit Advisors are [641, 64].