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Munro Legacy Planners LLC
Munro Legacy Planners is a full-service financial firm committed to helping people pursue their financial goals. They offer a wide range of financial...
Overview
Munro Legacy Planners is a full-service financial firm committed to helping people pursue their financial goals. They offer a wide range of financial products and services to individuals and business owners, with a fiduciary approach that puts planning first. They focus on retirement planning, insurance, investing, estates and trusts, and tax planning.
General information
Firm type
Multi Family Office
Principals
Barry V. Munro
President / Financial Advisor
Tara Vigilanti
Client Services
James Cline
Case Development
Sonya McFarland
Executive Assistant
Tony Lavine
Senior Director
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