Legacy Financial
Finance · Georgia, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1164 Peachtree St # 1/2, Saint Simons Is...Phone Number
(888) 521-4445Website
www.legacyfallc.comRevenue
<$5 MillionIndustry
About Legacy Financial
Legacy Financial Advisors LLC is a state-registered investment adviser that focuses on ensuring financial stability and quality of life for its clients. The company offers various financial products and services, including investment options through Legacy Investor Savings and custodial services via Charles Schwab. Their offerings also include Legacy Investor Checking, which is facilitated through Charles Schwab Bank. Their target clients are individuals seeking investment guidance and financial planning.Explore more
Legacy Financial Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Legacy Financial
Compare insights from companies similar to Legacy Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Legacy Financial Tech Stack
A closer look at the technologies used by Legacy Financial
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Legacy Financial
Sign Up For FreeTo access detailed company insights
Legacy Financial Advisors LLC is a state-registered investment adviser that focuses on ensuring financial stability and quality of life for its clients. The company offers various financial products and services, including investment options through Legacy Investor Savings and custodial services via Charles Schwab. Their offerings also include Lega... Read More
