Legacy Consulting

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

1623 York Rd, Lutherville, Maryland, 210...

Phone Number

(410) 828-9505

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Consulting

Legacy Consulting LLC specializes in providing comprehensive financial services, including financial planning, retirement planning, tax planning, and insurance planning. The firm aims to assist clients in navigating life's transitions and achieving financial security through tailored strategies. Their target clients include individuals preparing for retirement and those looking to manage their assets for future generations. With a focus on personalized service, Legacy Consulting helps clients create customized plans to protect their legacies and pursue their financial goals.Explore more
Legacy Consulting's Social MediaPopular SearchesLegacy Consulting LLCLegacy Associates LLCyourlegacyconsultant.comLegacy Consultingyourlegacyplan.comSIC Code 62,628NAICS Code 52,523Show more

Legacy Consulting Org Chart

PhoneEmail
Megan Avery, President at Legacy Consulting
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Consulting

<$5M
1-10
Private
<$5M
1998
Megan Avery, President at Legacy Consulting
Megan AveryPresident
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
1999
MG
Mary GirardDirector, Operations
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
<$5M
1-10
Private
-
2002
GM
Gabrielle MejiaChief Marketing Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Consulting financials insights

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

2021

Debt

$32K

See All Legacy Consulting's Financials Insights

Legacy Consulting Tech Stack

A closer look at the technologies used by Legacy Consulting

Top Finance Companies

Frequently Asked Questions Regarding Legacy Consulting

What is Legacy Consulting's official website?
Legacy Consulting's official website is www.yourlegacyplan.com
What is Legacy Consulting's Revenue?
Legacy Consulting's revenue is <$5 Million
What is Legacy Consulting's SIC code?
Legacy Consulting's SIC: 62,628
What is Legacy Consulting's NAICS code?
Legacy Consulting's NAICS: 52,523
How many employees does Legacy Consulting have?
Legacy Consulting has 1-10 employees
What industry does Legacy Consulting belong to?
Legacy Consulting is in the industry of: Finance, Securities Trading
What is Legacy Consulting competition?
Legacy Consulting top competitors include: Way Financial, Girard Financial Group, John Bubello, Bayntree Wealth Advisors
What technology does Legacy Consulting use?
Some of the popular technologies that Legacy Consulting uses are: Cloudflare Website Optimization, Proofpoint, HubSpot, Google Font API
How do I contact Legacy Consulting?
Legacy Consulting contact info: Phone number: (410) 828-9505 Website: www.yourlegacyplan.com
What does Legacy Consulting do?

Legacy Consulting LLC specializes in providing comprehensive financial services, including financial planning, retirement planning, tax planning, and insurance planning. The firm aims to assist clients in navigating life's transitions and achieving financial security through tailored strategies. Their target clients include individuals preparing fo... r retirement and those looking to manage their assets for future generations. With a focus on personalized service, Legacy Consulting helps clients create customized plans to protect their legacies and pursue their financial goals.Read More

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

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