Legacy Care Wealth
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
1 High Street Ct, Morristown, New Jersey...Phone Number
(201) 535-4499Website
www.legacycarewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Legacy Care Wealth
At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals! ?Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based financial plans that fully capture your current and future wealth pictures. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are aligned ?with our clients' interests to maximize wealth. Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service coupled with a clear path towards finaRead more
Popular SearchesLegacy Care Wealth LLCLegacy Care WealthLegacy Care Tax LLCLegacy Care Wealth - LLCSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Care Wealth
<$5M
1-10
Private
-
2013
N/A
Company Profile Activity
Activity Insights
Legacy Care Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Care Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Care Wealth.
Legacy Care Wealth Tech Stack
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At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals! ?Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based f... Read More
