Legacy Financial Advisors Inc

Legacy Financial Advisors Inc

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Legacy Financial Advisors Inc, 2000 West Park Drive, .

Keep the USPS funded before Election Day. We’re an all-mail voting state. 06/09/2020

for our Colorado friends and neighbors

Keep the USPS funded before Election Day. We’re an all-mail voting state. USPS couriers brave snow, rain, heat, and the gloom of night to deliver our mail, so we cannot let Cory Gardner and Donald Trump destroy the vital service they provide. Sen. Cory Gardner has the power to block Trump’s attempts to sway the election by gutting the postal service, we demand he use it...

How a Life Insurer Honored Its Dead in 1920 | ThinkAdvisor 26/05/2020

Some companies do have a great culture .

How a Life Insurer Honored Its Dead in 1920 | ThinkAdvisor Prudential's president called for company representatives to uphold the principles for which colleagues had died.

06/05/2020
17/03/2020

"Our greatest glory is not in falling but in rising every time we fall"
Confucius

15/02/2020
15/10/2019

As you age suddenly dates take on a different meaning

ANNUAL ENROLLMENT PERIOD BEGINS TODAY, OCTOBER 15TH!

Call Mike Taratarini, Legacy's Medicare Specialist at 800-427-9781 and see what options best suit you!

Don't forget Annual Enrollment Period is from October 15th-December 7th, call today!

LTC Benefits Creep Into 2019 Medicare Advantage Plans | ThinkAdvisor 31/08/2019

Super good news for those looking at Medicare Advantage plans this annual enrollment period (AEP) starting in October 15 through December 7 2019 .
Contact Mike Tartarini at Legacy the manager of this division of Legacy Financial Advisors Inc.

LTC Benefits Creep Into 2019 Medicare Advantage Plans | ThinkAdvisor About 7.5% of enrollees will have access to extra LTC or chronic condition benefits.

The Best Fixed Annuities Available In 2019 27/08/2019

safe fixed rates are in again

The Best Fixed Annuities Available In 2019 Fixed annuities (a.k.a. multi-year guaranteed annuities or MYGAs) provide an insurer-guaranteed fixed rate of return for a set number of years. Here are the best fixed annuities available in 2019.

Timeline photos 20/07/2019

Bianca doing some beautiful things.

It’s turned into a beautiful night for Tanglewood in the City with the Boston Symphony Orchestra!

Ed Slott and Company, LLC | 01/06/2019

This will be all hands on deck monday evening at WGBH

Ed Slott and Company, LLC | Question: IRA HELP, I’ve got a client who is retiring early. He has roughly $1,000,000 in an IRA now which he could initiate a 72(t) with. That will not generate enough cash flow to support their needs. He also has an additional $3 million in his employer’s ESOP which, under the terms of the ESO...

10/05/2019

Very informative meeting about Medicare choices. Terrific questions by our clients got many details out. Sicne we had an overflow crowd we have another workshop 5/16/2019 in Westborough and then Waltham,Wakefield and Mansfield Ma .Call Shana 1-800-427-9781 for reservations way in advance .Thanks .

30/04/2019

Happy to be speaking at the seminars on Long Term Care in may with Lou Sorgi,Esq. Thursday Night May 16 and May 23 .Call Shana for reservations.

22/04/2019

Upcoming workshops on Medicare Medicare advantage and Medicare supplement insurance all getting full.call the office and get on a waiting list for next month ! 8004279781

Life Insurance - Long Term Care - Westborough, MA 12/04/2019

A new site dedicated to fixed safe returns and long term care solutions only.no investment products
featuring single payment long term care solutions for those who could not qualify for traditional long term care or did not want to pay the high premiums.

Life Insurance - Long Term Care - Westborough, MA For top-rated customer service and the best insurance rates contact us today. Our agency's unique insurance discount programs can save you hundreds of dollars!

12/04/2019

Northeastern helped launch me into work life.

Northeastern University Alumni Huskies are stronger in a pack. Northeastern University's more than 282,000+ alumni are no different.

Medicare Advantage Managers Give 2020 LTC Sample Details | ThinkAdvisor 02/04/2019

Every Retiree needs to re look at medicare advantage plans with this news in the fall .

Medicare Advantage Managers Give 2020 LTC Sample Details | ThinkAdvisor Officials seem to be open to letting plans offer the new benefits alongside the 2019 mini LTC benefits.

18/12/2018

Such a great pleasure to welcome our clients and associates to the new office space for our Holiday Party 2018.
Happy Holidays to all.

03/12/2018

Big Holiday Party 12/13/2018 in Westborough come and enjoy

13/10/2018

Happy to be moving to our new location in 2 weeks @ 1500 West Park Drive in the same office park. Back on the side we used to be -first right turn in the park.More room for our growing staff as we add more professionals in Medicare Health Plans , Continuing Care Community Consulting , Investment management , Insurance and financial planning. Watch for the announcement for the open house Holiday Party this year -Come visit,

31/08/2018

Hope everyone had a great summer break.Join us in the fall for educational and informational workshops all over greater Boston.
reservations a must Call 800427-9781 speak to Nicole .I will be there with Attny Lou Sorgi and some Legacy Team members.

NKF’s McGrail and Helfrich Complete Leases at Westborough Office Park 15/08/2018

Coming This Fall - More Space !

NKF’s McGrail and Helfrich Complete Leases at Westborough Office Park Boston— Newmark Knight Frank (NKF) is pleased to announce that it has recently completed two new leases to MAPFRE Insurance and Legacy Financial Advisors, Inc. at Westborough Office Park in Westbor…

10/08/2018

For 35 years our summer break has allowed us to recharge and come back rested , and sharper than ever.2018 is no exception. We hope everyone took family time to pause , relax and appreciate how fortunate we are.

Videos (show all)

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00