Legacy Financial Partners

Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(610) 719-8600Call Visit WebsiteVisit Website Map & DirectionsDirections228 W Gay StWest Chester, PA 19380 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Legacy Financial Partners

Tax Planning
Drawing on over four decades of experience in the field of finance, Mr. Graybill specializes in estate and income tax planning and business transitions. Since 1980, he has built a prolific career serving as the chief executive officer, a financial advisor, and a founding partner of Legacy Planning Partners, an independent, fee based financial preparation firm that provides objective financial advice and services to individuals and businesses. In this capacity, Mr. Graybill is responsible for business continuity, asset protection, tax reduction strategies, income and estate planning, as well as charitable and multi-generational wealth provisions.

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Edgemont (14 miles)
Chester Heights (14 miles)
Paoli (15 miles)

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Email

Extra Phones

TollFree: (800) 820-4205

Payment method

cash

AKA

Legacy Planning Partners

Other Links

http://www.legacy-online.com

https://legacy-online.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (610) 719-8600

Address: 228 W Gay St, West Chester, PA 19380

Website: http://www.legacy-online.com

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Legacy Financial Partners

Tax Planning
Drawing on over four decades of experience in the field of finance, Mr. Graybill specializes in estate and income tax planning and business transitions. Since 1980, he has built a prolific career serving as the chief executive officer, a financial advisor, and a founding partner of Legacy Planning Partners, an independent, fee based financial preparation firm that provides objective financial advice and services to individuals and businesses. In this capacity, Mr. Graybill is responsible for business continuity, asset protection, tax reduction strategies, income and estate planning, as well as charitable and multi-generational wealth provisions.
Tax Services
Income Tax

Investment Management
Integrated financial planning has moved far beyond just money management. For decades, wealth managers have had a single focus on improving the rate of return on your investment portfolio. While a well-defined investment management process is critical, the IMPACT of developing, executing AND MAINTAINING a strategic financial plan can help you get closer to your financial goals.
Wealth Management
2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit http://tinyurl.com/km7znnpm.

Accounting Services

Financial Planning
Among his professional accomplishments, Mr. Graybill is most proud of sustaining a successful business that specializes in holistic financial planning and expanding services through three locations, while hiring and mentoring numerous individuals in the industry. Reflecting on a long career, he attributes much of his success to his family, his persistence, and his dedicated work ethic. Looking toward the future, Mr. Graybill aspires to support future generations’ financial literacy and hopes to continue significantly impacting the lives of others in a positive way.
Retirement Planning
Asset Management
College Funding
Asset Protection

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