Legacy Consultants Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

445 Hutchinson Ave Ste 800, Columbus, Oh...

Phone Number

(614) 846-6000

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 Consultants Group

Legacy Consultants Group specializes in helping families understand the values behind their financial decisions, emphasizing the importance of legacy beyond monetary wealth. They provide financial education and guidance to assist clients in making informed choices that positively impact future generations. Their services include retirement planning, investment advice, and estate management, aimed at fostering a holistic approach to financial success. The company targets families looking to instill meaningful values and prepare for long-term financial well-being.Explore more
Legacy Consultants Group's Social MediaPopular SearchesLegacy Consultants Grouplegacyconsultantsgroup.comLegacy Consultants Group OurLegacy Three Consulting LLCLegacy on Purpose PodcastSIC Code 62,628NAICS Code 52,523Show more

Legacy Consultants Group Org Chart

PhoneEmail
KG
United States flag for contact location.

Director, Client Relations

PhoneEmail
KS
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Consultants Group

<$5M
1-10
Private
<$5M
2001
KG
Kara GustkeDirector, Client Relations
$5.6M
11-50
Private
-
2001
DR
Deborah RobertsManaging Director
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
<$5M
2007
SD
Samantha DurranceVice President, Marketing
<$5M
1-10
Private
-
2000
Joseph Mak, Partner and Co-President at SE Bohan Financial Group
Joseph MakPartner and Co-President
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Consultants Group financials insights

Gather financial insights about Legacy Consultants Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$40K

See All Legacy Consultants Group's Financials Insights

Legacy Consultants Group Tech Stack

A closer look at the technologies used by Legacy Consultants Group

Top Finance Companies

Frequently Asked Questions Regarding Legacy Consultants Group

What is Legacy Consultants Group's official website?
Legacy Consultants Group's official website is www.legacyconsultantsgroup.com
What is Legacy Consultants Group's Revenue?
Legacy Consultants Group's revenue is <$5 Million
What is Legacy Consultants Group's SIC code?
Legacy Consultants Group's SIC: 62,628
What is Legacy Consultants Group's NAICS code?
Legacy Consultants Group's NAICS: 52,523
How many employees does Legacy Consultants Group have?
Legacy Consultants Group has 1-10 employees
What industry does Legacy Consultants Group belong to?
Legacy Consultants Group is in the industry of: Finance, Securities Trading
What is Legacy Consultants Group competition?
Legacy Consultants Group top competitors include: Interactive Data Managed Solutions, Sherpa Financial Group, MassMutual, Fowler Financial Group
What technology does Legacy Consultants Group use?
Some of the popular technologies that Legacy Consultants Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Legacy Consultants Group?
Legacy Consultants Group contact info: Phone number: (614) 846-6000 Website: www.legacyconsultantsgroup.com
What does Legacy Consultants Group do?

Legacy Consultants Group specializes in helping families understand the values behind their financial decisions, emphasizing the importance of legacy beyond monetary wealth. They provide financial education and guidance to assist clients in making informed choices that positively impact future generations. Their services include retirement planning... , investment advice, and estate management, aimed at fostering a holistic approach to financial success. The company targets families looking to instill meaningful values and prepare for long-term financial well-being.Read More

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

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