Legacy Financial Services
Finance · Vermont, United States · 1-10 Employees
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Overview
Headquarters
94 Zephyr Rd, Williston, Vermont, 05495,...Phone Number
(802) 316-3900Website
www.legacyvt.comRevenue
<$5 MillionIndustry
About Legacy Financial Services
Legacy Financial Services offers a comprehensive range of financial planning services aimed at helping clients achieve their dreams and secure their financial future. Their offerings include investment management, sustainable investing, risk management, education planning, and estate and tax planning, all tailored to meet individual client needs. The company emphasizes a holistic approach to financial planning, integrating clients' values and goals into their strategies. They are committed to community involvement and socially responsible investing, ensuring that their clients' financial choices align with their personal values.Explore more
SIC Code 62,628NAICS Code 52,523Show moreLegacy Financial Services Org Chart
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Legacy Financial Services Tech Stack
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Legacy Financial Services offers a comprehensive range of financial planning services aimed at helping clients achieve their dreams and secure their financial future. Their offerings include investment management, sustainable investing, risk management, education planning, and estate and tax planning, all tailored to meet individual client needs. T... Read More
