Preston J. Bellaire

    Focus: Insurance Strategies, Business Owners, Investment Strategies

    Languages: English

    My goal is to create solutions and provide service for my client’s needs and concerns.

    I help develop strategies that may fill the gap in your financial situation, these can assist to preserve and transfer wealth in retirement for you and your heirs. As a financial advisor I provide advice by implementing a holistic approach addressing the opportunity to leverage various strategies, products, and companies. The result is a transparent and full disclosure process that engages you in the how and why of the recommendations.

    See Preston’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Preston

    *Fields are required

    Legacy Wealth Partners - Orlando

    Satellite Office

    301 E Pine St Suite 800
    Orlando, FL 32801-2724