Legacy Wealth Management, Inc. - Manassas, Virginia

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Legacy Wealth Management, Inc., located at 10432 Balls Ford Rd #100, Manassas, VA 20109, stands out as a premier financial planning service provider, particularly renowned for its personalized approach and commitment to client satisfaction. With an impressive 4.9/5 average opinion on Google My Business, based on 33 reviews, this firm has established a reputation for excellence in guiding clients through complex financial landscapes. The company specializes in offering financial planning services, ensuring that clients not only meet their current financial goals but also plan effectively for the future.
Key Features: Legacy Wealth Management boasts accessibility for all, featuring a wheelchair accessible entrance, parking lot, and restroom. Their facilities are designed to accommodate clients with mobility needs, reflecting their commitment to inclusivity.

Contact Information:

For those interested in connecting with Legacy Wealth Management, the firm can be reached at Phone: 877-650-4738. Their professional team is ready to assist with any inquiries or to schedule an appointment, which they highly recommend to ensure personalized service.
Website: Visit their official website at lwealthmanagement.com to learn more about their services, philosophies, and the experienced team behind Legacy Wealth Management.

Specializations:

The firm prides itself on having a dedicated financial planner on staff, Jay, whose expertise has been lauded by clients. The team's approach is thoughtful, helpful, and highly personalized, ensuring that each client's unique situation is thoroughly understood and addressed.
Recommendations: Clients consistently praise the sensitivity and responsiveness they receive from the team. With over a decade of recommendations and guidance proving spot on, Legacy Wealth Management stands as a trusted name in financial planning.
Accessibility Features: In addition to their financial services, the firm's commitment to accessibility is evident. Their facility is fully wheelchair accessible, making it easy for all clients to visit without hassle. This thoughtful inclusion underscores their dedication to serving a diverse clientele.
Appointment Considerations: Given the personalized nature of their services, it's advisable for potential clients to book appointments. This ensures that they receive the undivided attention necessary for effective financial planning.

Opinions and Reviews:

The overwhelming positive feedback on Google My Business paints a picture of a company that truly values its clients. Many reviews highlight the confidence and comfort that clients experience working with the team, praising their thoughtful and helpful approach. Clients appreciate the sensitive and responsive service, which aligns perfectly with the company's goal of providing excellent financial guidance.
Summary: Legacy Wealth Management, Inc. is a highly rated financial planning firm in Manassas, VA, known for its personalized service, accessibility, and expert financial planning team. Their commitment to client satisfaction, evident from their stellar reviews, makes them a preferred choice for individuals seeking to secure their financial future.

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👍 Reviews of Legacy Wealth Management, Inc.

Eric G.

5/5

Jay and his team are great to work with. There is a confidence and comfort that comes from working with thoughtful and helpful professionals. All of our discussions are highly personalized and open. The sensitivity and responsiveness I get is excellent. 100% of Jay’s recommendations and guidance over the years has been spot on. I highly recommend him.

S L.

5/5

Approaching retirement, 5 years ago we attended an informative and NO-pressure seminar hosted by Jay Sharif. We chose to work with Jay with our investments, and have found he and his team to be informative and helpful. We are very pleased with his work on our behalf, and we highly recommend Legacy Wealth Management Inc!

Gerri A.

5/5

After allowing my employer's investment company to manage my finances for many years, I finally got serious now that I am already in my retirement years but still working. I attended a seminar with my daughter sponsored by "Legacy" and was impressed with Jay from that first meeting. I signed up for a free consultation with Jay. After that consultation, I felt that Jay was someone I could trust with my financial future. He is so intelligent and knowledgeable about investments and he made me feel like he had my best interest at heart. To add to his expertise, he is also an extremely kind and patient individual and took the time to explain things until I was comfortable with the information he was providing. I definitely feel confident that my investments are in "good hands" and I am so happy that I decided to meet with Jay and his awesome staff! I now have fewer financial concerns about my retirement years! Thank you Jay!

Walter M.

5/5

We have been with Legacy Wealth Management, Jay, for about 9 years. He has been great in managing our finances and providing recommendations when to move them to make more money and help us from having to pay additional taxes. We are very pleased with his knowledge and support he has provided us.
We highly recommend him and his company.

Norvis J. J.

5/5

Since 2019, I have had the opportunity to work with Jay and his staff in developing a financial retirement strategy. Jay and his associates are very knowledgeable and professional in handling my financial accounts and keeping me current. The environment is relaxing, and the staff is amiable. I highly recommend Jay's Legacy Wealth Management for financial support.

Irina I.

5/5

After many years of self managing of our investment, my husband and me decided to put it under one umbrella with Jay Sharifi as our investment advisor. Never regretted. 1. No more headache. 2. Money is growing. 3. Jay is always there to answer any questions or concerns

Viorel B.

5/5

I had an excellent experience with Legacy Wealth Management in planning for my retirement abroad. Their team provided invaluable guidance, addressing all my questions and navigating complex financial considerations with expertise and care. Their thorough approach and tailored advice gave me peace of mind, ensuring I could transition smoothly to this next chapter of my life. I highly recommend their services for anyone seeking professional support in international retirement planning.
Thank you, Mr. Sharifi.

James W.

5/5

I have been a client of Legacy since 2016. Jay has always and continues to handle my portfolio excellently. I am very happy with the treatment and service I have received. I cannot envision going to any other financial advisor.