Legacy Financial Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

201 S College Ave Ste 207, Fort Collins,...

Phone Number

(970) 988-9204

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Financial Group

Legacy Financial Group, Ltd specializes in helping clients create and maintain wealth by first protecting their assets through life, disability, and long-term care insurance solutions. They focus on long-term wealth accumulation via fee-based fiduciary advisory services, investment management, and annuity solutions. The company adopts a comprehensive approach to financial planning, ensuring clients receive tailored advice that considers both risk and tax diversification. Their ideal clients are those who value professional guidance and seek to protect and provide for their families or employees.Explore more
Popular SearchesLegacy Financial Group LtdScott Tally AGTLegacy Financial Group LLCScott TallyltdLegacy Financial Group LtdSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial Group

<$5M
1-10
Private
-
2019
ST
Scott TallyFinancial Advisor
$12.8M
1-10
Private
-
2020
N/A
<$5M
11-50
Private
-
-
NC
Natalie CapaccioChief Operating Officer
<$5M
1-10
Private
-
2018
Dana Ventura, Chief Revenue Officer & Chief Operating Officer at Mortgage Strength Group
Dana VenturaChief Revenue Officer & Chief Operating Officer
<$5M
1-10
Private
-
2021
BV
Bill VeatchTeam Member
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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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.us.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 1-10 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: Shackle Financial, RJH Financial Services, Continuum Capital Advisors, Foundation Land Partners
What technology does Legacy Financial Group use?
Some of the popular technologies that Legacy Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, MailChimp, JQuery 1.11.1
How do I contact Legacy Financial Group?
Legacy Financial Group contact info: Phone number: (970) 988-9204 Website: legacyfinancialgroup.us.com
What does Legacy Financial Group do?

Legacy Financial Group, Ltd specializes in helping clients create and maintain wealth by first protecting their assets through life, disability, and long-term care insurance solutions. They focus on long-term wealth accumulation via fee-based fiduciary advisory services, investment management, and annuity solutions. The company adopts a comprehensi... ve approach to financial planning, ensuring clients receive tailored advice that considers both risk and tax diversification. Their ideal clients are those who value professional guidance and seek to protect and provide for their families or employees.Read More

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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