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Legacy Care Wealth - Financial Planning - Jersey City, NJ

Free initial consultation. Create a financial plan for you and your family. Financial Planning and Tax Preparation Services at Legacy Care Wealth inJersey City, NJ

http://www.legacycarewealth.com/

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CONTACTS AT LEGACYCAREWEALTH.COM

Danna Jacobs

6 Mi●●●● St.

Map●●●ood , New Jersey, 07040

United States

908●●●668
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Danna Jacobs

6 Mi●●●● St.

Map●●●ood , New Jersey, 07040

United States

908●●●668
da●●●●●●●●●@gmail.com

View this contact

Danna Jacobs

6 Mi●●●● St.

Map●●●ood , New Jersey, 07040

United States

908●●●668
da●●●●●●●●●@gmail.com

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Legacy Care Wealth - Financial Planning - Jersey City, NJ | legacycarewealth.com Reviews
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Free initial consultation. Create a financial plan for you and your family. Financial Planning and Tax Preparation Services at Legacy Care Wealth inJersey City, NJ
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Legacy Care Wealth - Financial Planning - Jersey City, NJ | legacycarewealth.com Reviews

https://legacycarewealth.com

Free initial consultation. Create a financial plan for you and your family. Financial Planning and Tax Preparation Services at Legacy Care Wealth inJersey City, NJ

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Services

http://www.legacycarewealth.com/services.html

Investment Management is an integral component of any financial plan. We believe in long-term investment strategies that can minimize the large-loss scenarios and reduce the tax burden suffered by investment gains. We do not believe that the market is a way to get rich quickly or the key to early. Retirement. With that being said, when coupled with a sound savings plan, the. Various financial markets allow an excellent opportunity to outpace inflation and. Keep ahead of rising costs of living. We work wi...

2

FAQ

http://www.legacycarewealth.com/faq.html

Access or Open an Account. How is a Certified Financial Planner (CFP ) different from other financial advisors? A Certified Financial Planner (CFP ) is a unique designation awarded to financial professionals that have proven exemplary knowledge and skill in creating and analyzing financial plans for individuals, families, and businesses. What does it mean to be a fiduciary? What does it mean to be fee-based? Can you work with us on income tax filing and annual tax preparation? T he cost of our services v...

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Legacy Care Wealth, LLC

http://www.legacycarewealth.com/about-us.html

Financial Planning in Jersey City. Access or Open an Account. DAnna Jacobs, CFP , ADPA , MBA. Prior to launching Legacy Care, Danna Jacobs. Was a Client Service Associate. Robert colon, CFP , ADPA. Robert Colon has attained. The designation of Certified Financial Planner. Robert Colon is an enrolled agent with the Internal Revenue. Service (IRS). An enrolled agent is a person who has earned. The privilege of representing taxpayers before the Internal. And monitoring client accounts to identify gaps or de...

4

Legacy Care Wealth - Financial Planning - Jersey City, NJ

http://www.legacycarewealth.com/home.html

At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals! Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service coupled with a clear path towards financial goals allows our clients to attain their dreams. Savings and budgeting models. We provide a comprehensive financial plan to help with your financial goals. With ever-changing ...

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