About Family Legacy Financial Solutions
Family Legacy Financial Solutions is a Cary-based wealth-management and financial-planning firm offering personalized, family-centered investment, retirement, tax-aware and legacy planning services since 2016.
Services
Financial Planning Investment & Portfolio Management Tax Return Preparation Retirement Planning Tax Strategies Estate & Legacy Planning Insurance & Risk ManagementReviews
I have worked with Josh and Todd for many years as both a referral partner as well as my personal financial planners. They are always incredibly helpful and have handled our portfolio with care and expertise. I highly recommend them!! My taxes have been on time since I started using their tax services as well!