Legacy Financial Services - Palm Beach Gardens, Florida

Mauricio Villardo

I’ve known Jay Fischer for almost 30 years. This place is the best place for taxes I have seen. The staff is amazing, Herman, Victor, George and all . I referred them to many people probably more than a dozen along the year that I have been using their services , everyone became solid customers. Rest assure that your tax are done right here ! ?

MotorHaus Palm Beach

Jay and his staff have been handling our personal taxes since 2008 and we have been very happy with the service we receive. Jay and his team now take care of our life insurance, retirement investments and all of our business accounting. They are always available for us and always return calls in a very timely manner. Highly recommended!

Crystal Coulson

Jay is the best! He is always professional and extremely knowledgeable. I trust him more then anything! Thank you for your service every year! I think it may be over 20 years now!

Just Me

Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.

Richard White

My wife and I had been doing our own taxes for several years but as things got more complex this year I enlisted the help of Legacy Financial Services, and am very glad I did. Carl was highly professional and easy to work with, as were the rest of the staff. I will be returning, and highly recommend their services to others.

Will Amon

This business is extremely unprofessional and unreliable. I met with Jay Fischer for a consultation and he told me he would mull over what we spoke about and give me a call soon. I called the week after when I hadn't heard from him and left a message for him to call me back. He never once called me. I drove all the way up to see him from Coral Springs when he came highly recommended by a friend and client of his. Honestly, I consider this very disrespectful and not at all professional. After more than 3 weeks had elapsed, I called up to request my records be destroyed. I don't trust him or his business and didn't want my information in his hands. The woman I left that message with never called me back, so yet again I called back the following week. I spoke with George up front and demanded my records be shredded. He called me back later that day and confirmed my data had finally been shredded.

I cannot trust or rely on someone who doesn't get back to me for over 3 weeks and doesn't return a call. I don't trust him with my money. In the future, I suggest he improves his communication with clients.

Seriously, steer clear and find someone professional and trustworthy, because Jay doesn't meet that criteria.

Brittany Ljongquist

Jay Fischer at legacy is the absolute best! We use him for out taxes every year and go to him for ANY financial advice or situation. He takes the time to sit with you and really understand your individual circumstances. Everyone in the office is fantastic, super knowledgeable and friendly. You can't go wrong with Legacy Financial.

Emma Roberts

I have been using Legacy Financial for three years now for my husband's and my taxes. We habe been pleased with the outcome. Legacy Financial upholds excellent professional standards. They are timely with their phone calls and appointments. We work with Jay and he is excellent at what he does. We plan on using them in the future for financial advising regarding investments and retirement. I highly recommend Legacy Financial.