LA Legacy Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

201 Jones Rd Fl 5, Waltham, Massachusett...

Phone Number

(781) 726-0503

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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1

About LA Legacy Financial

LA Legacy Financial, LLC is a financial advisory firm based in Waltham, MA, led by Luis A. Lopez. The company offers personalized financial solutions for both individuals and families, as well as services tailored for business owners, helping clients achieve their financial goals regardless of their current situation. They focus on understanding each client's unique journey and provide guidance on planning for the future, tax reduction, and asset protection. LA Legacy Financial operates in several states and emphasizes collaboration with other professionals to enhance their service offerings.Explore more
Popular SearchesLA Legacy FinancialLA Legacy Financial LLClalegacyfinancial.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LA Legacy Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2016
KM
Kyle MostranskyFounder & President
<$5M
11-50
Private
-
1888
<$5M
1-10
Private
-
2000
JG
Jennifer GrenertDirector, Finance & Operations
<$5M
1-10
Private
<$5M
2004
JS
Jordan SandersDirector, Operations & Group Registered Service
<$5M
1-10
Private
-
2015
SK
Shelby KaneshiroClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LA Legacy Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LA Legacy Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LA Legacy Financial.

LA Legacy Financial Tech Stack

A closer look at the technologies used by LA Legacy Financial

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Frequently Asked Questions Regarding LA Legacy Financial

What is LA Legacy Financial's official website?
LA Legacy Financial's official website is www.lalegacyfinancial.com
What is LA Legacy Financial's Revenue?
LA Legacy Financial's revenue is <$5 Million
What is LA Legacy Financial's SIC code?
LA Legacy Financial's SIC: 62,628
What is LA Legacy Financial's NAICS code?
LA Legacy Financial's NAICS: 52,523
How many employees does LA Legacy Financial have?
LA Legacy Financial has 1-10 employees
What industry does LA Legacy Financial belong to?
LA Legacy Financial is in the industry of: Finance, Securities Trading
What is LA Legacy Financial competition?
LA Legacy Financial top competitors include: Mostransky & Associates, Wood Legacy Group, Hamada Financial Group, Vista Financial Strategies
What technology does LA Legacy Financial use?
Some of the popular technologies that LA Legacy Financial uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact LA Legacy Financial?
LA Legacy Financial contact info: Phone number: (781) 726-0503 Website: www.lalegacyfinancial.com
What does LA Legacy Financial do?

LA Legacy Financial, LLC is a financial advisory firm based in Waltham, MA, led by Luis A. Lopez. The company offers personalized financial solutions for both individuals and families, as well as services tailored for business owners, helping clients achieve their financial goals regardless of their current situation. They focus on understanding ea... ch client's unique journey and provide guidance on planning for the future, tax reduction, and asset protection. LA Legacy Financial operates in several states and emphasizes collaboration with other professionals to enhance their service offerings.Read More

Is LA Legacy Financial a public company?
LA Legacy Financial is private company therefore does not currently have an official ticker symbol
See more information about LA Legacy Financial

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