Legacy Financial Services

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3230 E Imperial Hwy Ste 110, Brea, Calif...

Phone Number

(714) 993-1171

Revenue

<$5 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Legacy Financial Services

Legacy Financial Services is a mortgage brokerage based in Orange County that specializes in home loans, refinances, and mortgage advice. Their experienced team assesses each client's unique financial situation to recommend tailored loan programs, ensuring optimal interest rates and savings. They serve a diverse client base, including first-time homebuyers and those looking to refinance, while emphasizing long-term relationships and financial education. Led by president Deborah McNaughton, a recognized expert in the field, the company aims to empower clients in managing their home financing effectively.Explore more
Popular SearchesLegacy Financial ServicesD Legacy IncLegacyMoney.comLegacy FinancialLegacy Financial Services LLCSIC Code 61,616NAICS Code 52,522Show more

Is Legacy Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Legacy Financial Services

Compare insights from companies similar to Legacy Financial Services, 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 Services

<$5M
1-10
Private
-
2008
N/A
$6M
11-50
Private
-
-
N/A
$5.3M
11-50
Private
-
2012
RF
Rick FullerVice President, Business Development
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2012
KT
Katherine TranckinoChief Operating Officer & Owner
<$5M
11-50
Private
<$5M
2017
KV
Kathy VothProcessing Manager
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Financial Services Tech Stack

A closer look at the technologies used by Legacy Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Legacy Financial Services

What is Legacy Financial Services's official website?
Legacy Financial Services's official website is www.legacymoney.com
What is Legacy Financial Services's Revenue?
Legacy Financial Services's revenue is <$5 Million
What is Legacy Financial Services's SIC code?
Legacy Financial Services's SIC: 61,616
What is Legacy Financial Services's NAICS code?
Legacy Financial Services's NAICS: 52,522
How many employees does Legacy Financial Services have?
Legacy Financial Services has 1-10 employees
What industry does Legacy Financial Services belong to?
Legacy Financial Services is in the industry of: Finance, Lending & Brokerage
What is Legacy Financial Services competition?
Legacy Financial Services top competitors include: Nationwide Mortgages, Houzzle Financial, Advanced Mortgage, MSI Lending
What technology does Legacy Financial Services use?
Some of the popular technologies that Legacy Financial Services uses are: Google Universal Analytics, Microsoft 365, Sectigo, Linode
How do I contact Legacy Financial Services?
Legacy Financial Services contact info: Phone number: (714) 993-1171 Website: www.legacymoney.com
What does Legacy Financial Services do?

Legacy Financial Services is a mortgage brokerage based in Orange County that specializes in home loans, refinances, and mortgage advice. Their experienced team assesses each client's unique financial situation to recommend tailored loan programs, ensuring optimal interest rates and savings. They serve a diverse client base, including first-time ho... mebuyers and those looking to refinance, while emphasizing long-term relationships and financial education. Led by president Deborah McNaughton, a recognized expert in the field, the company aims to empower clients in managing their home financing effectively.Read More

Is Legacy Financial Services a public company?
Legacy Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Legacy Financial Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.