Legacy Group Planning

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

325 E Maumee St, Adrian, Michigan, 49221...

Phone Number

(888) 665-7229

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 goal is to assist clients in achieving sustainable retirement income and protecting their financial assets.Explore more
Popular SearchesLegacy Group PlanningLegacy Group Planning IncOak Securities IncWww LegacygroupplanningSIC Code 62,628NAICS Code 52,523Show more

Legacy Group Planning Org Chart

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AP
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Safe Money Specialist

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EA
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Financial Advisor

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Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Group Planning

<$5M
1-10
Private
-
1998
AP
Andrew PieraciniSafe Money Specialist
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2016
RW
Russell WagnerFounder & President
<$5M
1-10
Private
-
2000
PD
Patrick DooleyPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

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

A closer look at the technologies used by Legacy Group Planning

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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.com
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, Securities Trading
What is Legacy Group Planning competition?
Legacy Group Planning top competitors include: Alliance Wealth Advisors, Adirondack Capital Advisors, Waypoint Partners, Appaloosa Wealth Management
What technology does Legacy Group Planning use?
Some of the popular technologies that Legacy Group Planning uses are: Microsoft 365, Sectigo, The USERTRUST Network, Wix
How do I contact Legacy Group Planning?
Legacy Group Planning contact info: Phone number: (888) 665-7229 Website: www.legacygroupplanning.com
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 goal is to assist clients in achieving sustainable retirement income and protecting their financial assets.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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