Legacy Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

3300 Pga Blvd Ste 605, West Palm Beach, ...

Phone Number

(561) 799-3810

Revenue

<$5 Million

Industry

Finance Securities Trading
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 is an integrated wealth management and tax planning firm that provides comprehensive financial solutions tailored to the needs of individuals, families, pre-retirees, retirees, business owners, and professionals. Their experienced team of advisors focuses on education and personalized attention to help clients navigate their financial journeys and make informed decisions. The firm offers a range of services including wealth management, tax planning, and accounting, ensuring a holistic approach to financial well-being. Legacy Financial is dedicated to supporting clients in achieving their financial goals and living the lifestyle they desire both now and in retirement.Explore more
Legacy Financial Services's Social MediaPopular SearchesLegacy Financial ServicesLegacy Financial Services CorpJ Fischer & Associates IncJ Fischer Associates IncFinancial Education and Services IncSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Services Org Chart

PhoneEmail
Bryn Wilkins, Chief Operating Officer at Legacy Financial Services
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial Services

<$5M
1-10
Private
-
2013
Bryn Wilkins, Chief Operating Officer at Legacy Financial Services
Bryn WilkinsChief Operating Officer
<$5M
11-50
Private
-
2006
MS
Melissa SiegelPractice Manager
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
<$5M
2012
<$5M
1-10
Private
-
1985
JC
Jon ChesterPresident, CPA, MST
<$5M
1-10
Private
-
-
TE
Travis ElmoreCertified Public Accountant
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.legacyfsc.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: 62,628
What is Legacy Financial Services's NAICS code?
Legacy Financial Services's NAICS: 52,523
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, Securities Trading
What is Legacy Financial Services competition?
Legacy Financial Services top competitors include: Jeffrey D Ressler, Sarika CPA, Elmore Tax & Accounting Services, Nissen And Associates
What technology does Legacy Financial Services use?
Some of the popular technologies that Legacy Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Legacy Financial Services?
Legacy Financial Services contact info: Phone number: (561) 799-3810 Website: www.legacyfsc.com
What does Legacy Financial Services do?

Legacy Financial Services is an integrated wealth management and tax planning firm that provides comprehensive financial solutions tailored to the needs of individuals, families, pre-retirees, retirees, business owners, and professionals. Their experienced team of advisors focuses on education and personalized attention to help clients navigate the... ir financial journeys and make informed decisions. The firm offers a range of services including wealth management, tax planning, and accounting, ensuring a holistic approach to financial well-being. Legacy Financial is dedicated to supporting clients in achieving their financial goals and living the lifestyle they desire both now and in retirement.Read More

What are Legacy Financial Services social media links?
Legacy Financial Services Linkedin page Legacy Financial Services Twitter page Legacy Financial Services Facebook page
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

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