We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.

At Legacy Advance , we deliver experienced-based financial advice for individuals and small-business clients. Our financial advisors tailor their strategies to suit each clients’ financial goals and unique circumstances. We specialize in a wide range of financial services, including estate planning, wealth management, debt management, college savings, retirement, and more.

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Simone Lemoniere

Executive Director, Mentor