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