Medical Professionals

Medical Professionals play a critical role in our society. However, while taking care of us, they often forget to take care of themselves, financially. As an appreciation for all that they do, Legacy Wealth Advisors has specialized programs tailored for Medical & Healthcare professionals, catering to their unique financial circumstances and career paths. These programs extend all aspects of their financial needs. To be eligible, you must be a medical/healthcare worker. Some of our most common examples include:

• Doctor/Physician

• Dentist

• Pharmacist

• Physiotherapist

• RMT

• Surgeon

Our special program includes reduced rates on mortgages, special offerings on life, critical illness and disability insurance, as well as lower fees on investments. We also have a network of legal, tax and estate professionals who would provide specialized services at reduced costs, as a client of our program. We want to show our appreciation for everybody who makes a living on focusing on taking care of everybody else around them.

“Taking care of those who take care of us.”