ABOUT FAMILY LEGACY
Uncle Todd was an Engineer who loved investing. Nephew Josh was fresh out of college and had aspirations of setting up his own Financial Advising Firm.
Josh devised a plan to pitch his business idea to Uncle Todd. He created a PowerPoint presentation with statistics, visual graphics, and too many animations.
Uncle Todd stopped Josh about 5 minutes into the presentation. He had already made up his mind.
Josh moved to North Carolina from Florida, and Family Legacy Financial Solutions was born.
What Is Our Why
Our Why is what drives the ambition to grow and serve our members every day.
Our Why is derived from our company values.
This company was built by a family for families.
We are authentic and transparent in every facet of our operations.
We enhance the lives of our members by educating and empowering them.
CORE VALUES
FAMILY
AUTHENTICITY
EDUCATION
TRANSPARENCY
EMPOWERMENT
FAMILY LEGACY ADVANTAGES
Our Features
Your Benefits
Fiduciaries
Not going to sell you products just for commission
No hidden costs or fees
Decisions made for your best interest
Dual-Advisor Strategy
Two advisors who know your situation
Two advisors to build your plan
Two advisors to guide your financial decisions
In-House Investments
We do not outsource our investments to other companies
We work with you to create an individualized portfolio
You will have access to see investments on a daily basis
Comprehensive Services
Financial, Retirement, Tax, Estate, College, Risk Management
Knowledgeable and competent advisors
If there is a Financial decision in your life, we want to be involved
Relationship-Based
We have members, not clients
We have a retention rate of 90% with our current members
We value relationships with our members over transactions
OUR TEAM
JOSHUA STUBBOLO
Managing Partner, Investment Advisor Representative, Financial Advisor
Josh is an energetic and passionate person who enjoys helping others and making a difference in people’s lives. He strongly believes in helping others and taking care of family. Josh initially started in the insurance business before graduating from college. During this time he earned his life insurance license. He then moved on to graduate from the University of Central Florida in 2013 with Bachelor of Science in Finance. He finished 2nd in the UCF college of Business competition, which helped propel his career as a Registered Representative before forming Family Legacy Financial Solutions. In his spare time, Josh is an avid sports fan who enjoys all sports. His hobbies include watching sports and playing baseball and golf. He also enjoys spending time with his wife, Jennifer Stubbolo and his new baby girl, Harper Elizabeth Stubbolo, and giving back to his community. and giving back to the community. Josh is a licensed NC Life and Health insurance agent and a registered representative with Cambridge Investment Research, Inc. holding his Series 6, 7, 63 and 65 security registrations.
WANT TO STAY CONNECTED?
If you’re looking to get connected with us, look no further. Fill out the form today to get started today.