Legacy Consultants
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
3884 Dayton Xenia Rd, Beavercreek, Ohio,...Phone Number
(937) 429-4411Website
www.lcitaxfreeretirement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1
About Legacy Consultants
Legacy Consultants LLC is a financial services conglomerate specializing in tax-free retirement strategies and the allocation of TODs, PODs, wills, and trusts. The firm offers a unique approach through a network of experienced professionals, including RFCs, insurance agents, accountants, attorneys, and brokers, providing non-commission based consulting and individualized strategies. With over 100 years of combined experience, they focus on creating tailored retirement plans that prioritize client goals and objectives. Legacy Consultants aims to educate and empower clients, ensuring a comfortable and flexible retirement without hidden agendas.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Consultants
<$5M
1-10
Private
-
2008
N/A
Company Profile Activity
Activity Insights
Legacy Consultants is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Consultants is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Consultants.
Legacy Consultants Tech Stack
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Frequently Asked Questions Regarding Legacy Consultants
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Legacy Consultants LLC is a financial services conglomerate specializing in tax-free retirement strategies and the allocation of TODs, PODs, wills, and trusts. The firm offers a unique approach through a network of experienced professionals, including RFCs, insurance agents, accountants, attorneys, and brokers, providing non-commission based consul... Read More
