Advisor Legacy
Business Services · Michigan, United States · 1-10 Employees
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Overview
Headquarters
201 W Big Beaver Rd Ste 500, Troy, Michi...Phone Number
(248) 328-4100Website
www.advisorlegacy.comRevenue
<$5 MillionIndustry
About Advisor Legacy
Advisor Legacy specializes in providing financial advisors with comprehensive succession planning, business valuations, and M&A support. Their services include practice management coaching, assessments, and continuity solutions tailored to enhance operational efficiency and client service. They cater to financial advisors, broker dealers, and lenders, helping them build, grow, and transition their advisory practices with confidence. Through a range of resources and expert guidance, Advisor Legacy empowers clients to create a lasting legacy in their professional endeavors.Explore more
Advisor Legacy Org Chart
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Advisor Legacy specializes in providing financial advisors with comprehensive succession planning, business valuations, and M&A support. Their services include practice management coaching, assessments, and continuity solutions tailored to enhance operational efficiency and client service. They cater to financial advisors, broker dealers, and lende... Read More
