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About 2017-09-19T17:51:58+00:00

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About Legacy Financial Services

Legacy Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability, independence, and security.

Our company is based on the principle that education and understanding of your current financial situation are vital to successfully make prudent decisions concerning your future financial condition.

Extensive Experience. Noteworthy Performance.

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TAX RETURNS FILED
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YEARS OF EXPERIENCE
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CUSTOMERS SERVED
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AT FAULT AUDITS

Meet The Team

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.

Jay Fischer, Legacy Financial Services, Palm Beach Gardens
Jay Fischer
President & CEO
Jay Fischer, Legacy Financial Services, Palm Beach Gardens
Jay Fischer

President & CEO

Jay Fischer is the president and CEO of Legacy Financial Services. He has been active in the accounting field since 1989 when he joined his father’s tax accounting practice. After joining the company, Jay became instrumental in growing the business.

Through sensible financial advice and solid client-advisor relationships, Jay has been able to establish a highly reputed tax and financial consulting

Nicki Jordan, Legacy Financial Services, Palm Beach Gardens
Nicki Jordan
Tax Advisor
Nicki Jordan, Legacy Financial Services, Palm Beach Gardens
Nicki Jordan

Tax Advisor

Nicki Jordan has been a dedicated member our team since 2002. Over the course of 12 years, Nicki has grown from front-line office support to one of the essential elements of our staff. She is one of our dedicated tax return preparers specializing in individual, corporate and partnership tax returns. Also one of our bookkeepers, Nicki is well versed in

Bryn Wilkins, Legacy Financial Services, Palm Beach Gardens
Bryn Wilkins
Paraplanner & Comptroller
Bryn Wilkins, Legacy Financial Services, Palm Beach Gardens
Bryn Wilkins

Paraplanner & Comptroller

Herman Viglione, Legacy Financial Services, Palm Beach Gardens
Herman Viglione, EA
Tax Advisor
Herman Viglione, Legacy Financial Services, Palm Beach Gardens
Herman Viglione, EA

Tax Advisor

Herman joined the Legacy Financial team in September 2013 as an Accountant. He graduated at the top of his class from Florida Atlantic University, with his bachelor's degree in accounting. He has also successfully passed the rigorous IRS exam to become an Enrolled Agent (EA). An EA is a federally authorized tax practitioner empowered by the US Department of the

Edward Antochi, Legacy Financial Services, Palm Beach Gardens
Edward Antochi
Bookkeeper
Edward Antochi, Legacy Financial Services, Palm Beach Gardens
Edward Antochi

Bookkeeper

Edward is passionate about aiding small business owners with their financial needs. As one of our bookkeepers, he maintains the books for several of our corporate clients. His daily duties include data entry, account reconciliations, payroll tax preparation and compliance, sales tax preparation, and customer service. In addition to bookkeeping, Edward also prepares personal tax returns.

George Fernandez, Legacy Financial Services, Palm Beach Gardens
George Fernandez
Tax Advisor & Bookkeeper
George Fernandez, Legacy Financial Services, Palm Beach Gardens
George Fernandez

Tax Advisor & Bookkeeper

George joined our team in January of 2013 shortly after moving from upstate New York. While in New York he earned his associates degree with an emphasis in accounting. He is enthusiastic and offers exemplary customer service. George has the desire to continue learning the accounting field and has a goal to become a tax preparer.

What Others are Saying

Tax Preparation

By Christopher B.

It’s always a pleasurable experience to visit or call. Everybody in the office is fantastic, polite and professional. The entire team at Legacy Financial services is the best! Thank you.

Tax Preparation

By Maria A.

Always a pleasure to work with Jay Fischer at Legacy Financial. They are knowledgeable and accurately efficient at getting our taxes done yearly.

Tax Preparation

By Martha A.

I always have the best experience. Great service, very professional. I have been with Legal Financial Services for years and always received the best and friendly services.

Tax Preparation

By Renata A.

I’m pleased with the taxes services, especially with Herman Viglione how is always available to answer my questions and help solve my tax problems.

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