Legacy Financial Advisors, Inc.

On September 25 at the Newton Marriott, I’ll be hosting an evening of case studies, expert insight, and good food. It’s 6:30 to 8:30 PM. You’ll hear stories from real people, some who lost their benefits overnight, others who turned $1M into $100M. You’ll also meet specialists in real estate, legal work, and investing. And if you’re wondering, yes, dinner’s included. 🎥 Watch the video for the full invitation and see why this isn’t your typical “finance talk.” https://lnkd.in/eaWu9CKb Reserve your seat: https://lnkd.in/gu_wZ7wA Use code: FIRST100 at checkout for the first 100 free spots.

We’re #hiring a new CFP Professional in Westborough, Massachusetts. Apply today or share this post with your network.

Come Shred With Us! 😁 🎈 ✨ Click the link below to register! https://lnkd.in/egsvr4uj

We had a great time celebrating the holidays with our clients last night at our office in Westborough! We want to thank everyone who attended!🎅🤶

Its not too late to get on the guest list! Register below! https://lnkd.in/eG-nvYf8

This year we are extra thankful for our clients who have stood by us in the transition from OSAIC to LPL Financial. You all have shown us grace, understanding, & patience while we all learn together. For that, we couldn’t be more grateful. We have some really awesome clients & staff. We cannot wait to continue to build lasting relationships with our clients. Over the last 50 years a lot of you have become family. You have accepted and new members of our team, & have worked with all the changes even when it was frustrating. We thank you for hanging in there with us. We thank you for trusting us. We are always happy to hear each and everyone of your voices & seeing your smiling faces walk through the door. The entire legacy team is so grateful for all of you. Matt is especially thankful for all of the clients who have welcomed him with open arms and trusted him to continue to help you fulfill your financial goals. & Paul’s ofcourse thankful for each of you who trusted his guidance & let him go down to 3 days a week. 😉😂 Happy Thanksgiving from our Legacy family to yours. 🦃 Cheers to many more years of generational wealth, estate planning, & growing in business together. 🤞🏼✨

“We make a living by what we get, but we make a life by what we give.” – Winston Churchill We're full force in the season of giving! On Friday we received our Toys For Tots boxes to the Westborough office! Feel free to stop by anytime during business hours (9am-5pm) and drop off any and all donations. If you happen to meet our reps at many our satellite offices, feel free to give your donations to them, or give April Quiles, at our office a call at 800-427-9781 to coordinate a time to meet somewhere convenient for you. We have not confirmed we will have them for the holiday party yet but once we do we will alert all of our clients.

“The willingness with which our young people are likely to serve in any war, no matter how justified, shall be directly proportional to how they perceive the Veterans of earlier wars were treated and appreciated by their nation.” ‒ George Washington #veteransday 

Always a pleasure to work with Kenneth Silva, CRPC & Protective Life 💜

Join us for our annual Holiday party here in Westborough! We hope to see everyone there! Click the link below to register or check your email to see if you got the E-vite today! As always, food, drinks & entertainment is on us! 🤶🎅✨ https://lnkd.in/eG-nvYf8