LegacyTexas Wealth Advisors

3512 Preston Rd
Plano, TX 75093

(972) 461-1525

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General Information

LegacyTexas Wealth Advisors, LLC is a full service, registered investment advisory firm. As an independent financial advisor, we provide customized wealth management solutions to individuals and organizations that seek objective advice. What sets us apart from other financial advisors is the breadth of advice and accessibility we offer. Our mission is to uniquely serve you by channeling all of our experience, energy and resources in a consolidated effort to protect and grow what you have worked hard to accumulate.www.legacytexaswealth.comadvice@legacytexaswealth.com972.461.1525

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News and Information about LegacyTexas Wealth Advisors

Fidelity Offers Advisors Variable Annuity Through FundQuest

Mon, 30 Nov 2009 19:16:00 GMT

Fidelity Investments Life Insurance has started to offer independent advisors its tax-deferred variable annuity product through FundQuest, the two companies announced today. The agreement proffers a new, low-cost option to advisors who use the FundQuest more

SunGard’s WealthStation Helps Advisors Guide Clients through Roth IRA Conversion Decisions

Mon, 30 Nov 2009 16:22:00 GMT

SunGard has enhanced its Roth IRA analysis capabilities for its WealthStation wealth management platform to accommodate new conversion rules taking effect on January 1, 2010. This functionality can help financial advisors provide the guidance their more

Fidelity Investments Life Insurance Company1 Provides Low Cost, Tax-Deferred Variable Annuity Solution to Independent Advisors Through FundQuest

Mon, 30 Nov 2009 14:57:00 GMT

FundQuest to make Fidelity Personal Retirement Annuity(R) (FPRA)2, a low-cost, tax-deferred variable annuity, available to fee-based advisors and their clients. The alliance is the first of its kind for Fidelity's annuity and insurance business and more

Rodgers & Associates Named as One of the Nation's 'Leading Registered Investment Advisors'

Mon, 30 Nov 2009 13:39:00 GMT

recognized in the July 2009 Issue of Financial Advisor Magazine as one of the countrys leading Registered Investment Advisors. The firm provides wealth management services to select clients and specializes in helping individuals prepare for and manage more

The Shorex Wealth Management Forum Geneva 2009

Mon, 30 Nov 2009 09:37:00 GMT

The Shorex Wealth Management Forum is the leading annual event for the wealth management industry. The Forum is in its eighth year and attracts over 1500 participants from Switzerland and other countries. The more

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