Tag: #stock recapitalization

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

484-765-9100
484-930-0495

get directions

Blue Bell

980 Jolly Road, Suite 100
Blue Bell, PA 19422

484-534-2654
484-930-0097

get directions

West Chester

228 W Gay Street
West Chester, PA 19380

610-719-8600
484-930-0553

get directions

Copyright © 2025 Legacy Planning Partners
Privacy Policy

LPL Financial Form CRS

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP) dba Legacy Planning, an SEC registered investment advisor. Insurance services offered through HUB International. GRP, Legacy Planning (a HUB international Company) and HUB International are separate entities from and not affiliated with LPL Financial.

Legacy Planning is not a “family office” as defined under the Investment Advisers Act of 1940, but rather it provides services to families and high net worth clients to address the unique financial, investment, and planning needs of such clients

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Please check BrokerCheck for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

eLegacy

View your wealth management website

Access

LPL Financial

Log in to view your accounts

Access

Orion

Log in to view your accounts

Access

SEI

View your SEI Investment accounts

Access