Legacy Wealth Planning Group

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Christopher Spratt

Christopher Spratt

Financial Advisor

Visit Christopher Spratt's website

Team

Nicole E. Hudson

Nicole E. Hudson

Office Manager

Qualifications

  • Master of Arts in Education with High Honors, University of Phoenix
  • Bachelor of Science Childhood Education with Honors, State University College at Oneonta
  • Head Teller & Senior Customer Relations HSBC Bank 2010-2012
  • Lead Teller & Customer Relations First Niagra Bank 2012-2013

Roles & Responsibilities

  • Client service, Operations, Transactions, Financial planning support
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Heather Perry

Heather Perry

Client Concierge

Roles & Responsibilities

  • Scheduling, Client e-mail and phone correspondence, Ameriprise technology specialist, Marketing coordinator
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