At Legacy 360, we take pride in helping our clients design their financial legacy.
We have a way of making the complexities of wealth management simple to understand. We take the time to understand your needs so we can provide practical solutions for your circumstances.
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Ways our team can help:
Reduce risk in your investments
Design your financial legacy
Create a solid retirement plan
Principal, Legacy 360 Financial and Wealth Management LLC.
Ted Moyer firmly believes that values in life are vital to providing a compass and ‘markers’ on the journey. Our values become the ‘why’ behind everything we do – it’s our motivation.
Foundational values all play a fundamental role at home, at work and in leaving a valuable legacy to our family and communities. Some of our values are: love people without conditions, the Golden Rule (treat others the way you want to be treated), planting and reaping (plant good/reap good), don’t do anything to ruin a good reputation, and the 4 cornerstone values; faith, family, friends and yes, finances.
Ted is the Principal of Legacy 360 Financial and Wealth Management LLC and holds his Life & Health, Property & Casualty, and series 65 Investment Advisor Representative licenses. His first focus is on ‘Safe Money’ but can design entire retirement strategies free of charge with a focus on income tax mitigation.
Should Ted and his team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family.
Center Valley Offices
3477 Corporate Parkway, Suite 100
Center Valley, PA 18034
Fort Washington Offices
500 Office Center Dr, Suite 400
Fort Washington, PA 19034
Advisory services offered through Legacy 360 Financial and Wealth Management LLC a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Legacy 360 Financial and Wealth Management LLC.