West Chester Financial Planning, Investment Management, Retirement Planning and 401k Rollover, CFP®, CERTIFIED FINANCIAL PLANNER
Serving Exton, Malvern, Downingtown and all of Chester County PA
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Retirement Income Plans
Retirement Income Guide
Guide to Retirement Income Planning
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Legacy Wealth Management, LLC
658 Exton Commons
Exton, PA 19341
Phone: 610-524-6801 Fax: 610-524-6806
Serving the Financial Planning needs of Exton, Downingtown, West Chester, Malvern and all of
Chester County PA.
Securities offered through Fortune Financial Services, Inc., Member
Legacy Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities.
Fortune Financial Services, Inc.
Customer Relationship Summary