Legacy Group Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1590 Albon Rd Ste 40, Holland, Ohio, 435...

Phone Number

(888) 665-7229

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Group Planning

Legacy Group Planning specializes in helping members plan for retirement and maintain financial security throughout their retirement years. They offer a range of services including retirement strategies, annuities, life insurance, Medicare, long-term care planning, and wealth management. The company prioritizes safety, reasonable returns, and simplicity in their approach to retirement planning. Their target clients are individuals seeking to secure their financial future and achieve their retirement goals.Explore more
Popular SearchesLegacy Group PlanningLegacy Funding Group IncLegacy Planning of Nwo LLCTo Legacy GroupSIC Code 62,628NAICS Code 52,523Show more

Legacy Group Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Group Planning

<$5M
1-10
Private
-
2008
TS
Tim SmithFounding Partner
$6.3M
11-50
Private
<$5M
1976
TM
Todd MillerHealthcare Advisor
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
-
SS
Sharon StevensOffice Manager
<$5M
1-10
Private
-
2018
DL
Deanna LovelandVice President, Operations
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Legacy Group Planning Tech Stack

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Frequently Asked Questions Regarding Legacy Group Planning

What is Legacy Group Planning's official website?
Legacy Group Planning's official website is www.legacygroupplanning.info
What is Legacy Group Planning's Revenue?
Legacy Group Planning's revenue is <$5 Million
What is Legacy Group Planning's SIC code?
Legacy Group Planning's SIC: 62,628
What is Legacy Group Planning's NAICS code?
Legacy Group Planning's NAICS: 52,523
How many employees does Legacy Group Planning have?
Legacy Group Planning has 1-10 employees
What industry does Legacy Group Planning belong to?
Legacy Group Planning is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Group Planning competition?
Legacy Group Planning top competitors include: Halford Financial Group, The Oglesby Insurance Agency, Insurance Solutions, Loveland Insurance Services
What technology does Legacy Group Planning use?
Some of the popular technologies that Legacy Group Planning uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Google Font API
How do I contact Legacy Group Planning?
Legacy Group Planning contact info: Phone number: (888) 665-7229 Website: www.legacygroupplanning.info
What does Legacy Group Planning do?

Legacy Group Planning specializes in helping members plan for retirement and maintain financial security throughout their retirement years. They offer a range of services including retirement strategies, annuities, life insurance, Medicare, long-term care planning, and wealth management. The company prioritizes safety, reasonable returns, and simpl... icity in their approach to retirement planning. Their target clients are individuals seeking to secure their financial future and achieve their retirement goals.Read More

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

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