Legacy Financial Group

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

1001 Hingham St Ste 203, Rockland, Massa...

Phone Number

(617) 531-9577

Revenue

<$5 Million

Industry

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

About Legacy Financial Group

At Legacy Financial Group, we are passionate about helping our clients navigate the financial waters, no matter what life may throw their way. Our goal is to help our clients make their financial dreams a reality by creating a successful, powerful legacy that can be enjoyed by their families and businesses for generations to come. We are proud to be strategically aligned with Northwestern Mutual, and our commitment to excellence and personalized service has no boundaries when it comes to who and where we can be a resource. Our vision is to be the most desired financial planning firm in the country, and we are dedicated to achieving that goal by helping our clients create a legacy that will stand the test of time. Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business. Our MissionExplore more
Legacy Financial Group's Social MediaPopular SearchesLegacy Financial GroupLegacy Financial Group Northwestern MutualLegacyfinancialgroup NmSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Group Org Chart

PhoneEmail
GB
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Chief Operating Officer

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Compare insights from companies similar to Legacy Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial Group

<$5M
11-50
Private
-
2000
GB
Grace BaggottChief Operating Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CM
Courtney McHargManager, Wealth & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Financial Group Tech Stack

A closer look at the technologies used by Legacy Financial Group

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Frequently Asked Questions Regarding Legacy Financial Group

What is Legacy Financial Group's official website?
Legacy Financial Group's official website is legacyfinancialgroup.nm.com
What is Legacy Financial Group's Revenue?
Legacy Financial Group's revenue is <$5 Million
What is Legacy Financial Group's SIC code?
Legacy Financial Group's SIC: 62,628
What is Legacy Financial Group's NAICS code?
Legacy Financial Group's NAICS: 52,523
How many employees does Legacy Financial Group have?
Legacy Financial Group has 11-50 employees
What industry does Legacy Financial Group belong to?
Legacy Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Financial Group competition?
Legacy Financial Group top competitors include: Hargrave Fiduciary Advisors, Span Wealth Management, Monument Retirement & Wealth Advisory, Encompass Financial Partners
What technology does Legacy Financial Group use?
Some of the popular technologies that Legacy Financial Group uses are: Cloudflare Security
How do I contact Legacy Financial Group?
Legacy Financial Group contact info: Phone number: (617) 531-9577 Website: legacyfinancialgroup.nm.com
What does Legacy Financial Group do?

At Legacy Financial Group, we are passionate about helping our clients navigate the financial waters, no matter what life may throw their way. Our goal is to help our clients make their financial dreams a reality by creating a successful, powerful legacy that can be enjoyed by their families and businesses for generations to come. We are proud to b... e strategically aligned with Northwestern Mutual, and our commitment to excellence and personalized service has no boundaries when it comes to who and where we can be a resource. Our vision is to be the most desired financial planning firm in the country, and we are dedicated to achieving that goal by helping our clients create a legacy that will stand the test of time. Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business. Our MissionRead More

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

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