Legacy Wealth Advisors - Manalapan Township, New Jersey

James Stamatis

Legacy Wealth Advisors has been an incredible partner in managing my financial future. From the very first consultation, their team demonstrated a profound understanding of financial planning and investment strategies. They take the time to listen to my goals and concerns, providing personalized advice that has consistently yielded positive results.

What sets Legacy Wealth Advisors apart is their unwavering commitment to their clients' success. They are proactive in their approach, always keeping me informed about market trends and adjusting strategies to maximize my portfolio's growth. Their transparency and integrity have built a level of trust that is truly invaluable.

Eric and Jay are not only knowledgeable but also approachable and patient, making complex financial concepts easy to understand. Their dedication to educating their clients empowers me to make informed decisions with confidence.

I wholeheartedly recommend Legacy Wealth Advisors to anyone seeking expert financial guidance. Their exceptional service and proven track record make them the go-to choice for wealth management and financial planning.

Mike Taylor

I'm a retired financial advisor with 30 years of experience. When I retired and needed to roll over my accounts ......I chose to deal with Legacy Wealth Advisors. In the last two years , I've received great and prompt service along with updated and accurate advice. I trust Jay and Eric and plan to stay with them . Two words come to mind ......integrity and competence . Mike Taylor.

Robert Tomaro

My wife and I were referred to Eric and Jay a few years ago by executives where she works. We have had a number of financial advisors through the years but none ever came close to the professional advice and the personal relationship that we have built with Jay and Eric. Their financial advice and guidance has performed extremely well for us. If we have questions they speak to us immediately, answer our concerns concisely and in a way we can easily understand and are glad that we called. We meet and discuss our financial plan multiple times each year. They always reach out to us and are very flexible and sensitive to our busy schedules but thankfully persist just enough to keep us on point which we need! We have recommended them to a number of colleagues who are equally glad we did. We feel very fortunate that the comprehensive plan they provide us is setting us up well as we move closer to retirement. We recommend Eric and Jay Very highly and without reservation.

devin

I have been working with Jay and Eric for over 5 years and have had nothing short of an exceptional experience. They are thorough, professional and have made me feel incredibly secure. They put in the time and effort to research and help you make the best possible choice for you. It has always been very apparent that helping their clients succeed is their top priority. In fact, everyone at Legacy has always been helpful and informative. They have my complete trust and I highly recommend them for anyone looking for financial advisors.

A31unit

Working with Jeff and Eric has been a great experience. The communication has been excellent! They are professional and take the time to explain all details which I feel is very important due to the fact that I am trusting them with my life long finances. I am hopeful for a great future with Legacy Wealth Advisors!

Theodore Koltis

Jay and Eric are consummate professionals. My family and I have been working with them for 7 years and they have been responsive, thoughtful and thorough in their recommendations and follow through providing us a great sense of trust and security with our investments and estate planning. Would highly recommend them.

David Heier

I have been working with Legacy Wealth Advisors for many years. Eric and Jay take the time to do a deep dive into every aspect of your financial health and are very professional and competent in the services they provide. If you are looking for a financial advisor that communicates quickly and acts in your best interests I highly recommend them. It is a privilege to have them in my corner!

Paul Glat

Jay and Eric have been phenomenal to work with. They have made us feel comfortable with all of our investments and make sure we understand what they are recommending and why. They have helped us navigate through many up and down markets and a pandemic! They laid out a plan for our retirement which allows us to sleep at night while we get closer to the finish line!