Legacy Advisors
Finance · Alabama, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
310 Eastdale Cir, Montgomery, Alabama, 3...Phone Number
(334) 277-4370Website
www.legacyadvisorsonline.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Legacy Advisors
Legacy Advisors Inc. specializes in personal wealth management, offering tailored services to help clients build wealth, protect their families, and preserve their assets. They focus on understanding individual needs, goals, and risk tolerance to create customized financial plans. The firm emphasizes strong client relationships and values such as trust, honesty, and integrity. Their intended clients include individuals at various life stages seeking guidance in retirement, investment, estate planning, insurance, and tax matters.Explore more
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Legacy Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Legacy Advisors launches new products
Check out if Legacy Advisors is spiking on competitors!
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Legacy Advisors has new funding data
Congratulate Masked Content for being promoted to Masked Content at Legacy Advisors
Check if Legacy Advisors has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Legacy Advisors recently announced quarterly report
Legacy Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Legacy Advisors had a recent Job posting/layoffs
Recommended Actions
Find VP level buyers at Legacy Advisors
Find more new buyers
Compare Similar Companies to Legacy Advisors
Compare insights from companies similar to Legacy Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Legacy Advisors
<$5M
11-50
Private
-
2002
N/A
Company Profile Activity
Activity Insights
Legacy Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Advisors.
Legacy Advisors Tech Stack
A closer look at the technologies used by Legacy Advisors
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Legacy Advisors
Sign Up For FreeTo access detailed company insights
Legacy Advisors Inc. specializes in personal wealth management, offering tailored services to help clients build wealth, protect their families, and preserve their assets. They focus on understanding individual needs, goals, and risk tolerance to create customized financial plans. The firm emphasizes strong client relationships and values such as t... Read More
