First Legacy Partners
Finance · North Carolina, United States · 51-200 Employees
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Overview
Headquarters
16456 Marvin Rd, Charlotte, North Caroli...Website
www.firstlegacy.comRevenue
$19.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About First Legacy Partners
First Legacy offers personalized wealth management and financial advisory services, focusing on delivering high-quality financial advice tailored to individual goals. The company provides a range of solutions including financial planning, retirement planning, tax solutions, estate planning, and charitable giving. Rooted in Texas, First Legacy serves clients nationwide, ensuring a holistic planning process that aligns with long-term priorities. Their mission is to be a reliable resource for clients at every stage of their financial journey.Explore more
First Legacy Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
2015
HK
Harrison KrankAams Financial Marketing Advisor & Director, Collins & Krank
Company Profile Activity
Activity Insights
First Legacy Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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First Legacy Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Legacy Partners.
First Legacy Partners Tech Stack
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First Legacy offers personalized wealth management and financial advisory services, focusing on delivering high-quality financial advice tailored to individual goals. The company provides a range of solutions including financial planning, retirement planning, tax solutions, estate planning, and charitable giving. Rooted in Texas, First Legacy serve... Read More
