Our Firm
Our office have been assisting affluent high net-worth investors and seniors to grow and preserve their wealth and to invest wisely for over twenty years. We have assisted hundreds of investors to invest millions of dollars into a variety of investments. Our office mainly works with affluent investors, retirees, and those about to retire, who want to grow and preserve their savings and ensure their money will last. Our practice focuses on helping investors avoid the most common financial mistakes. We have helped investors to save for retirement, grow their wealth, reduce their income and estate taxes, increase their fixed monthly income, reduce investment risks while working toward increasing returns, preserve their estate and organize their investments. We use many tools to help our clients reach their goals. We employ a disciplined personalized asset allocation process that many professional investors have followed for decades in managing their investments. And, it employs a diverse range of asset classes, investment styles, and money managers to help clients meet their goals. Our investment advisory services are provided using fee-based accounts based on assets under management to help avoid any conflict of interest. And our success is linked to our client’s success. As independent financial advisor, we takes pride in offering independent objective advice to our valued clients for all their insurance and investment needs. We truly care and enjoy helping others in reaching their life goals and in making a difference in their lives. We host periodic workshops and writes articles on retirement investing and estate planning in our newsletters. Call for more information or private complimentary consultation today at (800) 254-0378. The highest compliments our clients can give us are the referrals of their family, friends, neighbors and business associates. In turn, this allows us to spend our time delivering world-class service to our valued clients. We are interested in building strong, lifelong relationships one person at a time. Thank you.
* Asset allocation and diversifaction can not guartnee profit or insure againt a loss. There is no guarntee that any investment strategy will be successful. All investing invovles risk, including the possiable loss of principal.
Alfred Labib is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Legacy Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.