Our Firm

Our office works with affluent investors, retirees, and individuals preparing for retirement, helping them manage and plan for their financial goals. We also assist those approaching retirement who are looking to manage their savings and plan for long term financial stability. We assist clients in evaluating investment and insurance options that may be appropriate based on their individual circumstances.

As an independent financial advisor, we strive to provide objective guidance to our clients. We help clients review their overall financial picture and offer guidance on financial planning considerations, including retirement planning and portfolio organization.

We can assist in reviewing strategies that may help improve tax efficiency, where appropriate, based on individual circumstances. We also help clients evaluate investment and retirement plan options, including insurance-based or tax-deferred strategies where suitable.

Please contact our office for more information or to receive our newsletter. We may offer a complimentary financial plan; additional terms and conditions apply. Please contact our office for details regarding any referral programs.

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.