Legacy Planning Solutions, Ridgewood NY
Legacy Planning Solutions, Ridgewood NY

Rick Paray

Legacy Planning Solutions

New York, NY (Ridgewood)
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Highly Recommended (13)
Macro Manager Insurance Company Mortgage
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Products & Services
Doorway to Financial Success and Happiness
Doorway to Financial Success and Happiness by Legacy Planning Solutions
Step 1: You call us at (718) 296-1200 and book an appointment for a FREE 60 Minutes Consultation. Step 2: During our 1st meeting, you will get to ...
Personal & Business Tax Planning Services
We review, file and amend Personal & Business Taxes
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Recommendations Given (5)
"Mortgage"
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Recent Activity
We are a business consulting company looking to find more lead sources. Any ideas?
Rick from Legacy Planning Solutions Answered this on November 16, 2018
When we need more leads, we call our A clients and ask them for warm referrals. (more) When we need more leads, we call our A clients and ask them for warm referrals.
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If you could only spend 1 hour per week prospecting, what method would you use?
Rick from Legacy Planning Solutions Answered this on September 17, 2018
If I could spend only one hour per week prospecting, I will call our satisfied clients and ask for referrals. (more) If I could spend only one hour per week prospecting, I will call our satisfied clients and ask for referrals.
What advertising methods give you the best ROI for your money?
Rick from Legacy Planning Solutions Answered this on March 26, 2018
For 23 years, I didn't advertise. Instead, I spend quality time to educate and offer solutions to my clients and when they are satisfied, I ask for warm referrals. (more) For 23 years, I didn't advertise. Instead, I spend quality time to educate and offer solutions to my clients and when they are satisfied, I ask for warm referrals.
Which do you feel is MOST important: marketing your product/service first or marketing you?
Rick from Legacy Planning Solutions Answered this on December 18, 2017
We receive referrals during and after we complete the services we provide. (more) We receive referrals during and after we complete the services we provide.

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