Legacy Group Planning
Likely to Engage tag.Highly Engaged Employees

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

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
SIC Code 62,628NAICS Code 52,523Show more

Legacy Group Planning Org Chart

PhoneEmail
AP
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Safe Money Specialist

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SA
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Planning

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EA
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Financial Advisor

PhoneEmail

PhoneEmail
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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
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2022
MH
Melissa HintzVice President, Business & Client Operations
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2000
PD
Patrick DooleyPresident & CEO
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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, Polaris Private Wealth
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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