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The Legacy Group

7 employees

The Legacy Group is a financial company that offers asset management, financial planning, business planning, and strategies.

Basic info

Industry

financial services

Sectors

Wealth Management
Asset Management
Gift Planning
Financial Planning
Disability Insurance
Estate Planning
Individual Planning
Retirement Planning
Trust Planning
Annuities
Executive Benefits
Buy-Sell Planning
Retirement
Financial Services
Life Insurance
Business Succession
Long Term Care
Business Planning
Risk Management

Date founded

2021

FAQ