Lawrence Legacy Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

10600 Chevrolet Way Ste 223, Estero, Flo...

Phone Number

(239) 405-6379

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lawrence Legacy Group

Lawrence Legacy Group is a concierge financial firm that specializes in creating personalized retirement plans tailored to individual client needs. Their philosophy centers on protecting clients' wealth by focusing on secure retirement income and safeguarding assets against risks while maximizing investment returns. The firm prioritizes personalized service, offering customized investment strategies, tax planning, and estate planning to meet specific financial goals. They cater to clients, including federal employees, seeking comprehensive financial guidance and support for their retirement journey.Explore more
Popular SearchesLawrence Legacy GroupLawrence Legacy Group LLCSIC Code 62,628NAICS Code 52,523Show more

Lawrence Legacy Group Org Chart

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lawrence Legacy Group

<$5M
1-10
Private
-
-
NL
Nicole LawrenceOffice Manager
$8.7M
11-50
Private
-
2003
LC
Linda CooperAdministrative Specialist
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
2013
SR
Sheena ReinfurtAdministrative Assistant
<$5M
1-10
Private
-
2014
RV
Ricardo ViaderFounder & Retirement Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lawrence Legacy Group Tech Stack

A closer look at the technologies used by Lawrence Legacy Group

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Frequently Asked Questions Regarding Lawrence Legacy Group

What is Lawrence Legacy Group's official website?
Lawrence Legacy Group's official website is www.lawrencelegacygroup.com
What is Lawrence Legacy Group's Revenue?
Lawrence Legacy Group's revenue is <$5 Million
What is Lawrence Legacy Group's SIC code?
Lawrence Legacy Group's SIC: 62,628
What is Lawrence Legacy Group's NAICS code?
Lawrence Legacy Group's NAICS: 52,523
How many employees does Lawrence Legacy Group have?
Lawrence Legacy Group has 1-10 employees
What industry does Lawrence Legacy Group belong to?
Lawrence Legacy Group is in the industry of: Finance, Securities Trading
What is Lawrence Legacy Group competition?
Lawrence Legacy Group top competitors include: Ann Vanderslice, Fischer Financial Group, Andrik Financial, Capital Bay
What technology does Lawrence Legacy Group use?
Some of the popular technologies that Lawrence Legacy Group uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
How do I contact Lawrence Legacy Group?
Lawrence Legacy Group contact info: Phone number: (239) 405-6379 Website: www.lawrencelegacygroup.com
What does Lawrence Legacy Group do?

Lawrence Legacy Group is a concierge financial firm that specializes in creating personalized retirement plans tailored to individual client needs. Their philosophy centers on protecting clients' wealth by focusing on secure retirement income and safeguarding assets against risks while maximizing investment returns. The firm prioritizes personalize... d service, offering customized investment strategies, tax planning, and estate planning to meet specific financial goals. They cater to clients, including federal employees, seeking comprehensive financial guidance and support for their retirement journey.Read More

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

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