LC
Legacy Care Wealth
Clear, tailored financial guidance for life's next chapter.
4.2
Business
$$$
Clear, tailored financial guidance for life's next chapter.
Legacy Care Wealth, located at 201 Montgomery St #2022 in Jersey City, offers personalized financial planning and investment guidance. Clients praise specific, ongoing support, retirement planning help, and user-friendly budgeting software. Danna and Rob are described as down-to-earth, trustworthy professionals who deliver tailored solutions with patience and respect, helping clients gain clarity and confidence about their financial future.
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Comprehensive strategies for retirement, including relocation and income management, tailored to your age and goals.
Personalized advice to optimize your investment portfolio, ensuring growth and security for the future.
Fun and easy-to-use budgeting software and coaching to help you manage finances effectively.
Ongoing support to implement and follow through on tailored financial plans with clarity and respect.
One-on-one consultations to address unique situations, providing patient, specific solutions for all net worth levels.
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Overall rating
Gabriella Danza
I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through.
rob lebo
Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future.
Pat Galloway
I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years. My husband and I approached them in 2014 when we were nearing retirement age. We wanted to relocate and we needed significant help in making and executing a financial plan. Everything has gone perfectly. We could never have pulled this off without their help, which is specific, ongoing, and always positive. I recommend them without reservation. We feel very lucky to have their assistance and the benefit of their knowledge.
Becky Brown
Danna and Rob are very down-to-earth, personable, and relatable. They make financial planning understandable and fun. We LOVE their budgeting software! It's been a huge help. I know I can fully trust them which is amazing.
Liyah R
This is what pops up when i search for Inspired Vision Accountancy. Apparently the owner has multiple names he uses for the same location. Anyway, I am very disappointed with the lack of service provided. Initially, i was happy with Mr. Colen when we initially met to do my taxes. However, he proved to be unreliable and possibly sketchy by meeting me, taking all my personal information then never following up nor responding to my email. I feel very uncomfortable with this situation and have been monitoring my financial and consumer reports as he basically has everything he'd need hack into my private information. I'm not saying he would, just that its leaves something to wonder considering how unprofessional he has been considering the sensitivity of his work.
