Legacy Edge
Finance · 1-10 Employees
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Overview
Phone Number
(516) 512-1729Website
www.legacyedge.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Legacy Edge
Legacy Edge Advisors specializes in wealth management, offering personalized financial strategies that encompass investment management, retirement planning, estate and philanthropic planning, and college planning. Their experienced advisors focus on helping clients grow, protect, and transfer their wealth, ensuring that clients' interests come first through independent, fee-only advisory services. The firm aims to assist individuals in achieving financial success and creating a legacy that reflects their unique goals. Legacy Edge Advisors also provides opportunities for advisors to join a firm committed to excellence and strategic independence.Explore more
Legacy Edge Org Chart
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Activity Insights
Legacy Edge is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Edge Tech Stack
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Legacy Edge Advisors specializes in wealth management, offering personalized financial strategies that encompass investment management, retirement planning, estate and philanthropic planning, and college planning. Their experienced advisors focus on helping clients grow, protect, and transfer their wealth, ensuring that clients' interests come firs... Read More
