Legacy One Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

965 E Main St, Ventura, California, 9300...

Phone Number

(805) 330-9680

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Legacy One Financial

Legacy One Financial, founded by Gaea Rae Dawn, offers a holistic approach to financial planning, focusing on empowering clients to achieve their dreams and goals related to finances, health, and well-being. The firm provides tailored financial strategies, including retirement planning, estate planning, and insurance solutions, to help clients build and protect their wealth. With a commitment to a client-first approach, Legacy One Financial fosters meaningful relationships and prioritizes the best interests of its clients. The company serves individuals, families, and businesses nationwide through in-person and virtual consultations.Explore more
Legacy One Financial's Social MediaPopular SearchesLegacy One FinancialLegacy One Financial IncGaea D VernerisLegacy Commercial Properties LLCLegacy FinancialSIC Code 62,628NAICS Code 52,523Show more

Legacy One Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy One Financial

<$5M
1-10
Private
-
2019
$5.4M
1-10
Private
-
1986
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
2011
SM
Scott McCaskillPresident & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Legacy One Financial Tech Stack

A closer look at the technologies used by Legacy One Financial

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Frequently Asked Questions Regarding Legacy One Financial

What is Legacy One Financial's official website?
Legacy One Financial's official website is www.legacyonelife.com
What is Legacy One Financial's Revenue?
Legacy One Financial's revenue is <$5 Million
What is Legacy One Financial's SIC code?
Legacy One Financial's SIC: 62,628
What is Legacy One Financial's NAICS code?
Legacy One Financial's NAICS: 52,523
How many employees does Legacy One Financial have?
Legacy One Financial has 1-10 employees
What industry does Legacy One Financial belong to?
Legacy One Financial is in the industry of: Finance, Insurance, Securities Trading
What is Legacy One Financial competition?
Legacy One Financial top competitors include: Thomas Financial, McCaskill Financial, Provident Wealth Management Group, Great Lakes Wealth Advisors
What technology does Legacy One Financial use?
Some of the popular technologies that Legacy One Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Proofpoint
How do I contact Legacy One Financial?
Legacy One Financial contact info: Phone number: (805) 330-9680 Website: www.legacyonelife.com
What does Legacy One Financial do?

Legacy One Financial, founded by Gaea Rae Dawn, offers a holistic approach to financial planning, focusing on empowering clients to achieve their dreams and goals related to finances, health, and well-being. The firm provides tailored financial strategies, including retirement planning, estate planning, and insurance solutions, to help clients buil... d and protect their wealth. With a commitment to a client-first approach, Legacy One Financial fosters meaningful relationships and prioritizes the best interests of its clients. The company serves individuals, families, and businesses nationwide through in-person and virtual consultations.Read More

What are Legacy One Financial social media links?
Legacy One Financial Facebook page
Is Legacy One Financial a public company?
Legacy One Financial is private company therefore does not currently have an official ticker symbol
See more information about Legacy One Financial

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