Legacy Capital Partners

Legacy Capital Partners is a client-focused Wealth Management and Financial Services Group dedicated to long lasting client relationships. We utilize an extensive array of today's most innovative financial products to deliver lasting solutions to each individual, family and business.

At Legacy Capital Partners we are committed to helping our clients find the most appropriate solutions by taking a forward thinking approach to investment, insurance and estate planning. Whether it's simply helping you reposition your assets or implementing a complex series of tax-advantaged strategies, we'll make it easier for you to make the right decision. We spend most of our time understanding what's important to you, not on promoting the "product of the day".

  

John C. Baer III, CRPS®, and Frank Chiovaro are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MD, DE, PA & FL. No insurance business may be conducted outside this/these states referenced.

John C. Baer III, CRPS®, and Frank Chiovaro are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MD, DE, PA, FL & CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

John C. Baer III, CRPS® is also separately registered as an Investment Adviser Representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MD, CA, DE, PA, & FL. As such, these services are strictly intended for individuals residing in these states.

Frank Chiovaro is also separately registered as an Investment Adviser Representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MD & PA. As such, these services are strictly intended for individuals residing in these states.

Legacy Capital Partners is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither Legacy Capital Partners, its employees nor NYLIFE Securities LLC or its subsidiaries and affiliates render tax, legal and accounting advice.  Please consult your professional advisers regarding your particular situation.

Frank Chiovaro is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities. 


 

 

 

 


Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
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