Legacy
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5280 Carroll Canyon Rd Ste 103, San Dieg...Phone Number
(619) 684-8622Website
www.livinglegacyllc.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
1
2
1
2
About Legacy
Living Legacy LLC is an exit planning and financial advisory firm headquartered in San Diego, California. The company provides strategic financial planning, exit planning, and holistic wealth management services for business owners and professionals. It serves clients by conducting business valuations and gap analyses, implementing contingency plans to mitigate financial risk, and designing estate and wealth preservation plans. These services are delivered through a personalized planning process aimed at ensuring business continuity and personal financial stability for retirement.Explore more
Popular SearchesLegacy LLCLiving Legacy Financial & Insurance Services LLCSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy
<$5M
1-10
Private
-
2008
N/A
Company Profile Activity
Activity Insights
Legacy is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy.
Legacy Tech Stack
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Living Legacy LLC is an exit planning and financial advisory firm headquartered in San Diego, California. The company provides strategic financial planning, exit planning, and holistic wealth management services for business owners and professionals. It serves clients by conducting business valuations and gap analyses, implementing contingency plan... Read More
