Chels and Jen Legacy | Lynbrook, NY

  • Service Area: Lynbrook, NY
  • Team Size: 30 employees
  • Business Duration: 12 years
Chels and Jen Legacy

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Zelle

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Tax planning
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Chels and Jen Legacy is a mom and daughter financial service business, dedicated to fully serving and educating communities about financial literacy. We have been licensed for 10 years and have helped several of our amazing clients achieve their financial goals. Our clients are like family and we are here for them throughout the entirety of their financial wealth journey.

It would be a pleasure to serve you and your loved ones. Let's create generational wealth together!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Chelsea George
    • Completed on 5/8/2023

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