Henry E. Kramarski

Further information about Henry E. Kramarski:

Henry E. Kramarski, CFP is the driving force and founder of Legacy Wealth Management Group, LLC. Henry received his Bachelor of Science Degree in Finance and Operations Management from Drexel University in Philadelphia, Pennsylvania.

In addition, he also received the designation of CERTIFIED FINANCIAL PLANNERTM from the College of Financial Planning in Denver, Colorado. As a CERTIFIED FINANCIAL PLANNER Professional, Henry meets rigorous education, exam, experience and ethics requirements in ongoing professional education.

He is also a member of the Financial Planning Association, The Certified Financial Planning Board of Standards and The South Jersey Estate Planning Council. With over 25 years of experience, Henry established his own independent financial planning practice in 1990 because he believed then, and now, that being an independent financial planner (currently through LPL Financial) is the best way to serve his clients.

He has been recognized by LPL Financial, the nation's largest independent broker/dealer*, for "Outstanding Client Service" every year since his 2001 affiliation with the company.

Henry has been married for 22 years and has three sons. His two oldest graduated from Bishop Eustace Preparatory School, Henry's alma mater. His oldest is a pre-med student at The University of Scranton. He is planning to become a cardiovascular surgeon. Nicholas is a attending Bentley College in Waltham, MA where he is majoring in Finance. He plans on having a successful career on Wall Street. Henry's youngest, Phillip, is entering 8th grade at St. Mary of the Lakes School in Medford, NJ.

In addition to his various industry related organizations, Henry is also a proud member of The Union League of Philadelphia and is active in The Business Network within The Union League. Henry is an avid fisherman, boater and outdoorsman, a lover of travel and enjoys fine dining and wines.

Compensation and Fee Structures:

Fee-Based

Licenses, Certifications & Affiliations:

CFP

Education:

Bachelors, Drexel University

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Further information about LPL Financial Services:

(Size of firm: 0-9 advisors)

Legacy Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Our mission is to inspire our clients in making informed decisions through education, communication and service which exceeds their expectations. We strive to be the most trusted by our clients for our professional knowledge, unquestionable integrity and completely personalized service.

Investment portfolios are developed using an investment strategy known as asset allocation, which is simply the investment of your money using various asset classes. Please keep in mind that asset allocation does not ensure a profit or protect against a lost. Asset classes at the most basic level include stocks, bonds and cash. We utilize asset allocation models with different risk and return characteristics by using allocations across various sectors of the financial markets. Our clients' goals, attitude toward risk and age are very important when creating a reasonable mix of investments. We will create a portfolio that matches our client's unique situation and will monitor their investments to meet their needs.

We are committed to our mission and vision. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. We look to exceed all client expectations in providing service that goes above and beyond. We always remember, first and foremost, that we are here to serve our clients' interest above all others.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Investments products and services available only to residents of : Colorado (CO), Delaware (DE), Florida (FL), Illinois (IL), Maryland (MD), Missouri (MO), New Jersey (NJ), New York (NY), Pennsylvania (PA), South Carolina (SC), Virginia (VA), Vermont (VT)