Private Wealth Management




An independent company with securities offered through Summit Brokerage Services, Inc., Memb...
Our history

Our firm was founded by Terry Bahgat in
January of 2000 with a priority of helping both
professionals and pri...
Independent Advice

As a truly independent wealth
advisory firm we are not
obligated singular financial solution. Our
to p...
Firm Capabilities

   8 Wealth Advisors with an average experience of over
    25 years in the fields of finance, investm...
Service Offering
 Investment Management       Estate Planning
 Banking and Lending         Wealth Transfer
           ...
Investment Services

 Stocks             Alternative
 Options             Investments
 Bonds              Variable An...
Wachovia
Through the relationship of our clearing
firm, First Clearing Corporation (FCC), a
wholly owned subsidiary of Wac...
Retirement Plan Services

   We provide access to some of the strongest
   names in retirement plan services:
          U...
We represent

                                       AIG
Health Insurance
                                     Allstate

 ...
Corporate and Investment
                Banking
Wachovia
                                           Summit Brokerage
Firs...
Wachovia’s Representative
                  Transactions
                         Public Equity

CTI Molecular Imaging    ...
Real Estate Capital Markets (RECM)
    Provides permanent financing (mortgages) for client with
   income generating prope...
Municipal Offerings
Provides full-service tax-exempt debt products
for municipal, nonprofit and corporate clients.
    She...
Summary


 John Ariola           Terry D. Bahgat, LUTCF, RFC   Mark A. Dobson, LUTCF


               Corporate Family Off...
Legacy Quest Advisors, LLC
        1400 Sweet Home Road, Suite 1 | Amherst, NY
                           14228
          ...
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Legacy Quest Advisors LLC.

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The following presentation gives you a clear understanding as to the resources and intellectual capital that we can leverage on your behalf. At "Legacy Quest Advisors" we give our clients a concise & competitive advantage when it come to the management of thier assets. We invite you to enjoy our brief presentation.

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Legacy Quest Advisors LLC.

  1. 1. Private Wealth Management An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory Services offered through Summit Financial Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation
  2. 2. Our history Our firm was founded by Terry Bahgat in January of 2000 with a priority of helping both professionals and privately owned companies to create, accumulate, and preserve the wealth that their extensive education, training and years of hard work have earned them.
  3. 3. Independent Advice As a truly independent wealth advisory firm we are not obligated singular financial solution. Our to push any network of objective experts brings together the “best of the best” in wealth management services, regardless of brand affiliation. Our sole commitment is to you; to first explore, and then implement the best possible ways to leverage your wealth so that it not only sustains you but elevates you.
  4. 4. Firm Capabilities  8 Wealth Advisors with an average experience of over 25 years in the fields of finance, investments, risk management, and banking.  Internal partners include:  CPA – Accounting, Audit, Tax, and Consulting  Payroll Services  Attorney at Law – Business, Personal & Estate Legal Services
  5. 5. Service Offering  Investment Management  Estate Planning  Banking and Lending  Wealth Transfer  Health Insurance Services  Retirement Plan Services  Employee Fringe Benefits  Retirement Income  Corporate and Investment Planning Banking • Private Equity  Comprehensive Financial • Public Equity Planning • Municipal Debt  Risk Management  Long Term Care Planning  College Planning
  6. 6. Investment Services  Stocks  Alternative  Options Investments  Bonds  Variable Annuities  Mutual Funds  Variable Life  EFT’s Insurance  CD’s  Advisory & Portfolio  Unit Investment Management Trusts
  7. 7. Wachovia Through the relationship of our clearing firm, First Clearing Corporation (FCC), a wholly owned subsidiary of Wachovia Corporation we offer:  Commercial lending  Commercial mortgages  Construction loans  Business lines of credit  Certificates of deposit  Business Checking Accounts  Business Investment Accounts  Trust Services
  8. 8. Retirement Plan Services We provide access to some of the strongest names in retirement plan services:  UNIFI  Wachovia  Nationwide  John Hancock  Hartford  SEI  MassMutual  SunAmerica
  9. 9. We represent AIG Health Insurance Allstate Guardian We help you find ways to reduce Blue the cost of employee benefits Cross/Blue We research the most cost Shield effective plans for your company Independent We enroll and help educate your Health employees Univera
  10. 10. Corporate and Investment Banking Wachovia Summit Brokerage First Clearing LLC Services, Inc. Private Equity Public Equity Municipal Debt Mergers and Acquisitions Construction Financing
  11. 11. Wachovia’s Representative Transactions Public Equity CTI Molecular Imaging MannKind $182 million June 2002 $87.5 million July 2004 Ipayment, Inc. Emageon $80 million May 2003 $65 million February 2005 Staktek $130 million February 2004
  12. 12. Real Estate Capital Markets (RECM) Provides permanent financing (mortgages) for client with income generating properties (e.g. apartments, retail strip malls, office parks, etc.). ADG Group Center Point Apartments $7.7 million mortgage – apt. complex $85.4 million mortgage - mobile home park Q4 2004 Q4 2005 Wangard Partners Youngan Properties 18.5 million mortgage – office property $6.8 million mortgage - supermarket Q1 2005 Q4 20005 Tack Capital Hinman $51.1 million mortgage – office $4.1 million mortgage - apartment complex Q1 2005 property Q3 2005 DDM $9 million mortgage - Wal-Mart Q3 2005
  13. 13. Municipal Offerings Provides full-service tax-exempt debt products for municipal, nonprofit and corporate clients. Shepherd Capital Nicholas Capital $10 million $7.1 million Taxable bond offering Taxable bond offering Commercial office building Real estate financial entity August 2004 March 2005 State of Illinois Magdim C-Stores $885 million $4.66 million Industrial General obligation bonds Revenue bond offering 2004/2005 Real estate storage company June 2005 Jade Pig Ventures $17.5 million Virginia Museum of Fine Arts Taxable bond offering $30 million Real estate company Tax-exempt financing February 2005 October 2005
  14. 14. Summary John Ariola Terry D. Bahgat, LUTCF, RFC Mark A. Dobson, LUTCF Corporate Family Office Concept Legacy Quest Advisors, LLC – becomes the central warehouse for our clients financial lives A unique proposition in our marketplace
  15. 15. Legacy Quest Advisors, LLC 1400 Sweet Home Road, Suite 1 | Amherst, NY 14228 Office: 716 200-4900 www.legacyqa.com An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory Services offered through Summit Financial Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation

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