Legacy Advisory Group

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

445 Dexter Ave Ste 4050, Montgomery, Ala...

Phone Number

(334) 557-7029

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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1
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About Legacy Advisory Group

Legacy Advisory Group is a financial planning firm based in Birmingham, Alabama, dedicated to providing customized and comprehensive financial solutions for individuals, businesses, and non-profits. Their services include Social Security optimization, structured income planning, investment advisory, and legacy planning, all delivered with a focus on ethical standards and client objectives. With over a decade of experience, their team aims to create tailored financial plans that help clients achieve their financial goals. They utilize a range of financial tools and products to ensure a conscientious approach to each client's unique needs.Explore more
Legacy Advisory Group's Social MediaPopular SearchesLegacy Advisory Group LLCLegacy Advisory GroupLegacyalThe Legacy Group LLCCom LegacyadvisorygroupSIC Code 62,628NAICS Code 52,523Show more

Legacy Advisory Group Org Chart

PhoneEmail
JY
United States flag for contact location.

Founder & Manager, Wealth

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Advisory Group

<$5M
1-10
Private
-
2005
JY
Jeremy YoungFounder & Manager, Wealth
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
2000
LA
Leila AlhusainiManager, Administrative Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
TS
Tony SmithManaging Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Advisory Group Tech Stack

A closer look at the technologies used by Legacy Advisory Group

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Frequently Asked Questions Regarding Legacy Advisory Group

What is Legacy Advisory Group's official website?
Legacy Advisory Group's official website is www.legacyal.com
What is Legacy Advisory Group's Revenue?
Legacy Advisory Group's revenue is <$5 Million
What is Legacy Advisory Group's SIC code?
Legacy Advisory Group's SIC: 62,628
What is Legacy Advisory Group's NAICS code?
Legacy Advisory Group's NAICS: 52,523
How many employees does Legacy Advisory Group have?
Legacy Advisory Group has 1-10 employees
What industry does Legacy Advisory Group belong to?
Legacy Advisory Group is in the industry of: Finance, Securities Trading
What is Legacy Advisory Group competition?
Legacy Advisory Group top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Legacy One Financial, Ridings Insurance & Financial Services
What technology does Legacy Advisory Group use?
Some of the popular technologies that Legacy Advisory Group uses are: Stockdio, Hosting.com (formerly A2 Hosting), WordPress.org, PHP
How do I contact Legacy Advisory Group?
Legacy Advisory Group contact info: Phone number: (334) 557-7029 Website: www.legacyal.com
What does Legacy Advisory Group do?

Legacy Advisory Group is a financial planning firm based in Birmingham, Alabama, dedicated to providing customized and comprehensive financial solutions for individuals, businesses, and non-profits. Their services include Social Security optimization, structured income planning, investment advisory, and legacy planning, all delivered with a focus o... n ethical standards and client objectives. With over a decade of experience, their team aims to create tailored financial plans that help clients achieve their financial goals. They utilize a range of financial tools and products to ensure a conscientious approach to each client's unique needs.Read More

What are Legacy Advisory Group social media links?
Legacy Advisory Group Facebook page
Is Legacy Advisory Group a public company?
Legacy Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Legacy Advisory Group

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