- September 18, 2023
- Blog, Retirement Planning Services
- By: Brendan P. Speers, AIF®, CPFA
- Copyright © 2023 Legacy Planning Partners
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The design and management of a successful employer retirement plan functions best as a collaboration of internal and external resources, and it’s no place for beginners. Working with an experienced professional can help you achieve optimal results and a robust offering that helps support your brand and define your culture.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check 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.
2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.
2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.