Legacy Builder Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

3540 Crain Hwy Pmb 463, Bowie, Maryland,...

Phone Number

(281) 972-9685

Revenue

<$5 Million

Industry

Finance Training Education Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Builder Group

Legacy Builder Group is a full-service financial education firm based in the United States, specializing in comprehensive financial planning for individuals, families, and businesses. They employ a holistic approach to create customized financial strategies based on behavioral science methods, addressing unique client needs and objectives. Their services include investments, retirement planning, insurance, and estate strategies, catering to clients at various life stages. Legacy Builder Group aims to simplify financial decisions and help clients achieve their goals through personalized guidance.Explore more
Legacy Builder Group's Social MediaPopular SearchesLegacy Builder GroupLegacy Builder Group LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Builder Group Org Chart

PhoneEmail
DW
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Compare Similar Companies to Legacy Builder Group

Compare insights from companies similar to Legacy Builder Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Builder Group

<$5M
1-10
Private
-
2008
DW
Daniel WilliamsManager, Client Services
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JE
Jeff EschrichManaging Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Builder Group Tech Stack

A closer look at the technologies used by Legacy Builder Group

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Frequently Asked Questions Regarding Legacy Builder Group

What is Legacy Builder Group's official website?
Legacy Builder Group's official website is www.legacybuildergroup.com
What is Legacy Builder Group's Revenue?
Legacy Builder Group's revenue is <$5 Million
What is Legacy Builder Group's SIC code?
Legacy Builder Group's SIC: 62,628
What is Legacy Builder Group's NAICS code?
Legacy Builder Group's NAICS: 52,523
How many employees does Legacy Builder Group have?
Legacy Builder Group has 1-10 employees
What industry does Legacy Builder Group belong to?
Legacy Builder Group is in the industry of: Finance, Training, Education
What is Legacy Builder Group competition?
Legacy Builder Group top competitors include: Copper Canyon Wealth Management, BeamaLife, Capital Bay, Vertex Capital Advisors
What technology does Legacy Builder Group use?
Some of the popular technologies that Legacy Builder Group uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact Legacy Builder Group?
Legacy Builder Group contact info: Phone number: (281) 972-9685 Website: www.legacybuildergroup.com
What does Legacy Builder Group do?

Legacy Builder Group is a full-service financial education firm based in the United States, specializing in comprehensive financial planning for individuals, families, and businesses. They employ a holistic approach to create customized financial strategies based on behavioral science methods, addressing unique client needs and objectives. Their se... rvices include investments, retirement planning, insurance, and estate strategies, catering to clients at various life stages. Legacy Builder Group aims to simplify financial decisions and help clients achieve their goals through personalized guidance.Read More

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

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