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

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FAMILY

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AUTHENTICITY

EDUCATION

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TRANSPARENCY

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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.

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Disclosure:​

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: NC. Cambridge and Family Legacy Financial Solutions are not affiliated. We are licensed to sell insurance products in NC, FL, NH, CA, MS, IA, VA and TX.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state and through every representative listed.