Principal

 

Jeffrey A. Perryman,

Financial Adviser

 

 

Since 1989, I have been assisting high net worth individuals and successful business owners with their financial growth. With the belief that preserving and growing wealth requires sound counsel in a number of areas, my team combines our financial planning expertise with a network of professional resources including accounting, estate planning and investment specialists to serve a broad range of client needs. Through a collaborative process, we work with you as well as your other professional advisers to provide individualized plans that address specific needs and maximize unique opportunities.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 6850 West 52nd Avenue Arvada, CO 80002 303-403-5600. Neither Legacy & Wealth Professionals, LLC., nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 


Agent, New York Life Insurance Company in CO, CA (CA Insurance License #0I45833), AZ, NE & NV, RI Registered Representative, NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency CO, CA, AZ, NE & NV, Financial Advisor, Eagle Strategies LLC, A Registered Investment Advisor, CO, CA, AZ, NE & NV.

Legacy & Wealth Professionals, LLC. is not owned or operated by New York Life Insurance Company or its affiliates. Neither Legacy & Wealth Professionals, LLC nor New York Life Insurance Company render tax or legal advice.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,691.00 +0.52
Nasdaq Composite 7,824.06 +0.22
OSX Oil Service Sector Index 137.96 +0.56

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