Legacy Financial Services
Finance · Oregon, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
30 Country Club Rd, Eugene, Oregon, 9740...Phone Number
(541) 284-7171Website
www.legacyplanners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Legacy Financial Services
Legacy Financial Services, Inc. is based in Eugene, Oregon, and specializes in comprehensive financial planning and wealth management for individuals with significant assets and complex financial needs, as well as small businesses and investors. The firm focuses on helping clients identify and achieve their financial goals through a strategic planning process that considers the impact of financial decisions on various life objectives. With a team of qualified professionals, they emphasize integrity and character in guiding clients through different phases of their financial lives. Their services include retirement planning, estate planning, and investment advisory, ensuring tailored solutions for each client's unique circumstances.Explore more
Legacy Financial Services 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.
Is Legacy Financial Services your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Legacy Financial Services, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Legacy Financial Services is spiking on competitors!
Earning: See what the market has to say on Legacy Financial Services recently announced quarterly report
Product Launch: Get notified when Legacy Financial Services launches new products
Funding: Get notified immidiatlly once Legacy Financial Services has new funding data
Click to see if Legacy Financial Services had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Legacy Financial Services
Check if Legacy Financial Services has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
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.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile 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
Top companies in Australia by revenue
Frequently Asked Questions Regarding Legacy Financial Services
Sign Up For FreeTo access detailed company insights
Legacy Financial Services, Inc. is based in Eugene, Oregon, and specializes in comprehensive financial planning and wealth management for individuals with significant assets and complex financial needs, as well as small businesses and investors. The firm focuses on helping clients identify and achieve their financial goals through a strategic plann... Read More
