Broker Check

Legacy Financial Partners, LLC.

(678) 690-8595

Team

At Legacy Financial Partners, LLC., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David P. Werts, MBA

General Securities Principal

(678) 690-8595

(678) 690-8594

Executive Statement: Business Builder Thirty years plus building businesses through a strategic, financial, market planning process, implemented through tactical sales activities & programs designed to launch new enterprises, grow...

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Flynn L. Andrew

Investment Advisor Representative

(678) 690-8595

(678) 690-8594

Executive Statement: Mentor, Trainer More than thirty years experience as a mentor and trainer in leadership and staff positions with the United States Army and as a financial advisor. Able to define problems and present simple and...

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Bob Levine

Sales Professional

(678) 690-8595

(678) 690-8594

Executive Summary: Over 14 years experience in the Insurance industry specializing in Life Insurance, Income & Asset Protection, Extended Health Care and Medicare options. Firm belief that teamwork, dedication and understanding, as...

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