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Pinnacle Federal Credit Union

 

Pinnacle Federal Credit Union


Helping Families, Successful Professionals, Retirees & Business Owners ACHIEVE, GROW, SUSTAIN & DISTRIBUTE WEALTH

WELCOME TO LEGACY WEALTH ADVISORS

A trusted business affiliate of Pinnacle Federal Credit Union




Working Seamlessly to Bring All of Your Banking, Loan & Wealth Management Needs Together Legacy Wealth Advisors and Pinnacle Federal Credit Union have formed a unified business alliance to provide New Jersey families, executives and business owners a centralized destination to find a comprehensive suite of financial services and products that help strengthen financial lives.

Aligned Goals Legacy Wealth Advisors’ priority is to provide you exceptional customer service, while guiding you through an individualized and simplified wealth management process, so that you may make the best financial choices for yourself and the ones you love.

Complimentary Financial Plan

  • ´╗┐Net worth Statement
  • Written observations of present situation
  • Written recommendations for specific product or service to implement (i.e. 401k rollover)
  • review of current investment accounts and insurance policies

Fee Based Plan

  • Everything in the free plan plus:
  • Estate planning recommendations
  • Risk management analysis
  • Cash flow analysis
  • Tax Planning
  • Investment objectives, risk tolerance and strategies
  • Portfolio evaluation with asset allocation recommendations
  • Access to advanced market attorney's
  • Income analysis (retirement, earned, social security, pension)
  • Education funding
  • Retirement planning
  •    *10 basis points of net worth                                                                                                                               

Please Accept Our Warm Invitation You’re invited to explore our website as well as meet our Founding Partners Eric Sandowsky and Jay Gilston. Together, they have more than 40 years of combined wealth management expertise, and possess one overriding purpose: to help you achieve your lifetime financial goals.

DISCOVER HOW LEGACY WEALTH ADVISORS CAN HELP MAKE YOUR FINANCIAL GOALS A REALITY CONTACT US Today for a Complimentary Wealth Management Consultation