Legacy Advisory Partners
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
11175 Cicero Dr Ste 100, Alpharetta, Geo...Phone Number
(770) 232-0303Revenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Legacy Advisory Partners
Legacy Advisory Partners is a financial services firm based in Alpharetta, GA, specializing in wealth management and financial planning for business owners and their families. With over 25 years of experience, they provide tailored services including 401k advisory solutions, investment management, and consulting for both personal and business financial needs. Their unique process, known as the Collaboration Effect on Profit (CEOP), focuses on aligning the right people and strategies to achieve financial goals. The firm aims to help clients build, protect, and pass on their wealth while ensuring their financial legacy thrives for future generations.Explore more
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Legacy Advisory Partners is a financial services firm based in Alpharetta, GA, specializing in wealth management and financial planning for business owners and their families. With over 25 years of experience, they provide tailored services including 401k advisory solutions, investment management, and consulting for both personal and business finan... Read More
