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Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

Susan Allen CFP® an Independent LPL Financial Advisor located in Newtown, PA 18940 providing financial planning and advise for over 30 years.

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Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial | capitallegacypa.com Reviews
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Susan Allen CFP® an Independent LPL Financial Advisor located in Newtown, PA 18940 providing financial planning and advise for over 30 years.
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Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial | capitallegacypa.com Reviews

https://capitallegacypa.com

Susan Allen CFP® an Independent LPL Financial Advisor located in Newtown, PA 18940 providing financial planning and advise for over 30 years.

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1

Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

http://www.capitallegacypa.com/request_quote

The Capital Legacy, LLC. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Markets at a Glance. Now you can request information on a variety of financial topics from the comfort of your own home. Please select a form from the menu below to request additional information on a particular financial subject. Add specific details about your situation and we'll contact you in the next few days. Request information about an annuity contract. Request a quote on a long-term-care insurance policy. Securitie...

2

Tax Library : Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

http://www.capitallegacypa.com/learning_center/tax_library

The Capital Legacy, LLC. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Markets at a Glance. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. View key dates for the upcoming tax season. Educate yourself on tax-advantaged investing.

3

Our Services : Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

http://www.capitallegacypa.com/Our-Services.3.htm

The Capital Legacy, LLC. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Markets at a Glance. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:. Estate planning and conservation.

4

Associates : Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

http://www.capitallegacypa.com/agents.cfm

The Capital Legacy, LLC. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Markets at a Glance. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Percent Difference (when noted with %) otherwise Last Price. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. A dynamic library of videos.

5

Financial Advisor, The Capital Legacy, Susan Allen, LPL Financial

http://www.capitallegacypa.com/market_watch/symbol_lookup

The Capital Legacy, LLC. 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 780 Newtown-Yardley Road, Suite 310 Newtown Office Park. Percent Difference (when noted with %) otherwise Last Price. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A host of financial tools to assist you.

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Independent But Connected

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Reading Issue50 Magcloud on Scribd http:/ t.co/psiA9XRB. Follow thesuitmagazine on Twitter. You are here: Business. Wednesday, Sept. 03, 2014. By The Suit Staff. The Capital Legacy, LLC. Is an independent consultancy firm that helps individual investors make better-informed decisions about financial products through unbiased advice. Their team builds lasting client relationships based on honest conversation and accountability, leading custom strategies which strive to meet specific objectives. Getting a ...

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