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Legacy Financial Planning

10 employees

Legacy Financial Planning is a hybrid RIA firm that provides financial planning services.

Basic info

Industry

financial services

Sectors

Wealth Management
Financial Planning
Estate Planning
Social Security Planning
Insurance Planning
Medicare Planning
Special Needs Planning
401(k) and 403(b) Investment Management
Portfolio Management Strategies
Financial Services
Long Term Care Planning and Insurance
Charitable Planning
Risk Management
Retirement Income Planning

Date founded

1995

FAQ