At Legacy Wealth Advisors, we help our clients define financial goals, envision their financial well-being, and leave a lasting legacy.
Legacy Wealth Advisors, led by Jeff Schnee and Mitchell Altro, is an experienced group of financial professionals at Janney Montgomery Scott LLC—one of the nation’s most prestigious investment firms.
We strive to be the highest standard of success in financial relationships. The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are and what we do.