Legacy Financial Associates

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

149 W Patrick St, Frederick, Maryland, 2...

Phone Number

(301) 624-1717

Revenue

$6.6 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Legacy Financial Associates

Legacy WealthCare, LLC offers a range of financial services including investment planning, financial planning, estate planning, retirement planning, and insurance planning. The company focuses on building relationships based on loyalty and trust, catering to clients from first-time investors to those planning for retirement. Their personalized approach aims to help clients navigate financial challenges and achieve their financial goals. With offices in Annapolis and Bethesda, they provide tailored solutions to meet the evolving needs of their clients.Explore more
Legacy Financial Associates's Social MediaPopular SearchesLegacy Financial AssociatesLegacy Financial GroupLegacy Financial Group LLCLegacy Financial CorpLegacy FinancialSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Associates Org Chart

Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
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Founder & Chief Executive Officer

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JH
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Vive President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial Associat...

$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
1-10
Private
-
2007
JL
Jamie LalsingAdministrator Pa
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
-
JL
Jeremy LaubIndependent Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Financial Associates Tech Stack

A closer look at the technologies used by Legacy Financial Associates

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Frequently Asked Questions Regarding Legacy Financial Associates

What is Legacy Financial Associates's official website?
Legacy Financial Associates's official website is www.legacyfinancialgroup.com
What is Legacy Financial Associates's Revenue?
Legacy Financial Associates's revenue is $6.6 Million
What is Legacy Financial Associates's SIC code?
Legacy Financial Associates's SIC: 62,628
What is Legacy Financial Associates's NAICS code?
Legacy Financial Associates's NAICS: 52,523
How many employees does Legacy Financial Associates have?
Legacy Financial Associates has 11-50 employees
What industry does Legacy Financial Associates belong to?
Legacy Financial Associates is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Financial Associates competition?
Legacy Financial Associates top competitors include: Holman-Whatley & Associates, Manning Financial Services, Retirement & Money Strategies, Benchmark Investment Group
What technology does Legacy Financial Associates use?
Some of the popular technologies that Legacy Financial Associates uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact Legacy Financial Associates?
Legacy Financial Associates contact info: Phone number: (301) 624-1717 Website: www.legacyfinancialgroup.com
What does Legacy Financial Associates do?

Legacy WealthCare, LLC offers a range of financial services including investment planning, financial planning, estate planning, retirement planning, and insurance planning. The company focuses on building relationships based on loyalty and trust, catering to clients from first-time investors to those planning for retirement. Their personalized appr... oach aims to help clients navigate financial challenges and achieve their financial goals. With offices in Annapolis and Bethesda, they provide tailored solutions to meet the evolving needs of their clients.Read More

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

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