Senior Partners Competitors

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)

Aging Well is a trusted senior care provider that offers personalized companion care for seniors in their homes, helping them to live happier, healthier, and fuller lives. Our comprehensive array of home care services are designed to provide assistance with a wide range of daily living tasks, allowing seniors to remain in their home longer and more safely, while reducing the stress on families and allowing them to regain more personal freedom. Read more about us.