Legacy Financial Services

Specialties

Legacy Financial Services is a comprehensive financial services firm dedicated to helping improve your financial success. Our mission is to provide tax services and financial consulting to families and businesses helping them to reach both current and future financial goals. We are committed to matching our client’s individual needs to the products that fit them best while providing the highest level of customer service.

History

Established in 1994.

Our company is a well established tax and financial planning office. We offer a great number of financial services and we are known for our excellent customer service. We have been serving the community since 1994.

Meet the Business Owner

Jay F.

Business Owner

Jay Fischer is the president and CEO of Legacy Financial Services. He has been active in the accounting field since 1989 when he joined his father’s tax accounting practice. After joining the company, Jay became instrumental in growing the business to encompass financial consulting and retirement planning services. In 1997 Jay attained his Series 6 registration; a securities registration allowing him to sell mutual funds and variable products. In 1999 Jay also received his Florida 2 – 15 Life, Health, and Variable Annuity License. In January of 2004 Jay achieved his Series 7 registration. In May of 2007 he also attained his Series 63 State securities registration, allowing him to be a registered financial advisory in 16 states. Through sensible financial advice and solid client-​advisor relationships Jay has been able to establish a highly reputed tax and financial consulting firm.