Legacy Capital Planners

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

1009 44th St SW Ste 106, Grand Rapids, M...

Phone Number

(616) 929-0896

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Legacy Capital Planners

Legacy Capital Planners specializes in comprehensive financial planning and asset management, focusing on individuals and business owners who seek to align their financial goals with their life purposes. They offer services tailored for various life stages, including accumulators, those in transition, retirees, and business owners, ensuring that financial plans are robust and purposeful. The company emphasizes a collaborative team approach, leveraging both internal and external resources to empower clients in their financial journeys. Their mission is to advocate for clients' purposes through principled financial strategies and a commitment to service excellence.Explore more
Legacy Capital Planners's Social MediaPopular SearchesLegacy Capital Planners LLClcplanners.comSIC Code 62,628NAICS Code 52,523Show more

Legacy Capital Planners Org Chart

PhoneEmail
Scott Cousino, President at Legacy Capital Planners
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Capital Planners

<$5M
1-10
Private
-
-
Scott Cousino, President at Legacy Capital Planners
Scott CousinoPresident
$10.3M
11-50
Private
<$5M
1992
KC
Kelly ColemanLpl Financial Advisor
<$5M
11-50
Private
-
1976
SB
Scott BrownTeam Manager, Financial & Advisor & Wealth Management Owner
<$5M
1-10
Private
-
2018
HS
Heather StoutManager, Marketing
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Legacy Capital Planners Tech Stack

A closer look at the technologies used by Legacy Capital Planners

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Frequently Asked Questions Regarding Legacy Capital Planners

What is Legacy Capital Planners's official website?
Legacy Capital Planners's official website is www.lcplanners.com
What is Legacy Capital Planners's Revenue?
Legacy Capital Planners's revenue is <$5 Million
What is Legacy Capital Planners's SIC code?
Legacy Capital Planners's SIC: 62,628
What is Legacy Capital Planners's NAICS code?
Legacy Capital Planners's NAICS: 52,523
How many employees does Legacy Capital Planners have?
Legacy Capital Planners has 1-10 employees
What industry does Legacy Capital Planners belong to?
Legacy Capital Planners is in the industry of: Finance, Securities Trading
What is Legacy Capital Planners competition?
Legacy Capital Planners top competitors include: Discovery Financial, Fpi & Associates, MCM Investor Services, Baxter & Associates
What technology does Legacy Capital Planners use?
Some of the popular technologies that Legacy Capital Planners uses are: Cloudflare Website Optimization, Datadog, Google Font API, Wistia
How do I contact Legacy Capital Planners?
Legacy Capital Planners contact info: Phone number: (616) 929-0896 Website: www.lcplanners.com
What does Legacy Capital Planners do?

Legacy Capital Planners specializes in comprehensive financial planning and asset management, focusing on individuals and business owners who seek to align their financial goals with their life purposes. They offer services tailored for various life stages, including accumulators, those in transition, retirees, and business owners, ensuring that fi... nancial plans are robust and purposeful. The company emphasizes a collaborative team approach, leveraging both internal and external resources to empower clients in their financial journeys. Their mission is to advocate for clients' purposes through principled financial strategies and a commitment to service excellence.Read More

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

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