Contact: Lakeisha Small

Address: 405 RXR Plaza
Uniondale, NY 11556
Phone: 516-425-1081
Email: lakeisha.small1076@gmail.com
Website: Coming Soon

Legacy Health and Wealth Solutions provides financial education and wealth strategy services focused on retirement planning, Medicare education, long-term care planning, and protecting family assets. Founded by registered nurse and wealth strategist Lakisha Small, the firm helps individuals, families and small business owners understand the financial impact of health care, taxes and retirement so they can build, protect and preserve their wealth and legacy. 

Contact: Dillon Patterson

Address: 1860 Grand Avenue Baldwin, NY 11510
Phone: 917-674-4656
Email: dillonpatterson@primerica.com
Website: www.primerica.com/dpatterson

Primerica is North America's largest independent financial service marketing company. Primerica is proud to be recognized by Time magazine in 2026 as one of America's best financial service companies. Since 1977, Primerica has focused on one mission: To help families earn more income, become properly protected, debt free and financially independent. Primerica Financial Services is a publicly traded multi-billion-dollar company with millions of clients across America and Canada. Our Baldwin office will provide a complimentary FNA financial needs analysis tailored to each client. This includes Monthly budget plans, debt removal planning, kids' education accounts, life insurance options, multiple saving/ investment options Roth IRA retirement planning, auto insurance quotes, identity theft protection, financial literacy workshops and seminars, small business insurance, prepaid legal services and much more.