Upcoming Dates
Royal Alliance
Associates, Inc.
We invite you to come in and have a no obligation consultation with our staff. A completely free meeting.
View our Upcoming Events page to see important financial deadlines.
Access your brokerage account online

Our Mission Statement

Legacy Financial Services is a comprehensive financial services firm dedicated to helping improve your financial success. Our mission is to provide tax services and financial consulting to families and businesses helping them to reach both current and future financial goals. We are committed to matching our client's individual needs to the products that fit them best while providing the highest level of customer service.

  • Understand your current financial position
  • Create a strategy to help you reach your financial goals
  • Protect your family through life insurance
  • Prepare for retirement
  • Create strategies to minimize your taxes

Legacy Financial Services
3300 PGA Blvd., Suite 990
Palm Beach Gardens, FL 33410
Phone: 561.799.3810
Fax: 561.799.1818
  • Tax Preparation

  • Tax Planning

  • Retirement Planning

  • Life Insurance

  • Bookkeeping

  • Corporation Set-up
Connect with us on: Go to Facebook  Go to Twitter  

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC.  Tax and accounting services and insurance services offered through Legacy Financial Services Listed entities are not affiliated with Royal Alliance Associates, Inc.

Content copyright 2011-2014. Legacy Financial Services All rights reserved.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, CT, FL, GA, MD, NV, NJ, NY, NC, OH, RI, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.