With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Frequently Asked Questions About Kelly Legacy Wealth Advisors
What services does Kelly Legacy Wealth Advisors offer?
Kelly Legacy Wealth Advisors provides customized financial advice and investment management to help you develop strategies for achieving your financial goals and security.
Where is Kelly Legacy Wealth Advisors located?
Kelly Legacy Wealth Advisors is located at 455 Patroon Creek Blvd, Suite 200, Albany, NY 12206, USA.
What are the business hours for Kelly Legacy Wealth Advisors?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Kelly Legacy Wealth Advisors?
You can reach Kelly Legacy Wealth Advisors by phone at +1 518-432-5178.
What is Kelly Legacy Wealth Advisors' website?
Their website is https://us.rbcwealthmanagement.com/kellylegacy for more information and resources.
Which financial services providers are located near Kelly Legacy Wealth Advisors?
Nearby financial services include Thomas Brockley, The LOSAP Group, ADK Wealth Management Group, and Nikki Haskins, all offering financial advising and investing services.
Are there convenient banking options near Kelly Legacy Wealth Advisors?
Yes, clients can find nearby banks and credit unions such as Keybank and Broadview Federal Credit Union for their banking needs.
What nearby amenities could I visit when I come to Kelly Legacy Wealth Advisors?
You can visit Joey G's Cafe nearby for a coffee or sandwich, a great spot to relax before or after your appointment.
Can Kelly Legacy Wealth Advisors help with options trading?
Yes, Kelly Legacy Wealth Advisors includes options trading firms among its services, helping clients explore diverse investment strategies.
What is the featured message or motto of Kelly Legacy Wealth Advisors?
Their featured message is "Strengthening your financial security℠," highlighting their commitment to your financial future.