Legacy Consulting Group
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
5340 Legacy Dr Ste 165, Plano, Texas, 75...Phone Number
(972) 599-4750Revenue
<$5 MillionIndustry
About Legacy Consulting Group
Legacy Consulting Group is a Financial Life Planning and Wealth Management firm dedicated to providing highly personalized service to a limited number of families. Our mission is to provide our clients the opportunity to live a great life. We believe money is a means, not an end. More important than building a pile of money is building a plan for that money. That plan is as unique as each one of our clients. For this reason, we focus our questions on our clients' plans and dreams, not just their finances.Explore more
Legacy Consulting Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Legacy Consulting Group Tech Stack
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Legacy Consulting Group is a Financial Life Planning and Wealth Management firm dedicated to providing highly personalized service to a limited number of families. Our mission is to provide our clients the opportunity to live a great life. We believe money is a means, not an end. More important than building a pile of money is building a plan for t... Read More
