Legacy Partners Group
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
4321 W College Ave Ste 2000, Appleton, W...Phone Number
(920) 574-9597Website
www.legacypartnersgroup.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Legacy Partners Group
Legacy Partners Group is a retirement solutions firm that specializes in holistic and integrated retirement and estate planning. They coordinate investments, tax strategies, estate plans, and insurance solutions to create comprehensive strategies for their clients. The firm employs a team-based approach, collaborating with in-house experts and partners to deliver tailored retirement plans. Their mission is to help clients manage all aspects of retirement to preserve their legacy for future generations.Explore more
Popular SearchesLegacy Partners Group LLCLegacypartnersgroup ComLegacy PartnersSIC Code 62,628NAICS Code 52,523Show more
Legacy Partners Group Org Chart
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Type
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Founded In
<$5M
1-10
Private
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2011
Company Profile Activity
Activity Insights
Legacy Partners Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Partners Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Partners Group.
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Legacy Partners Group is a retirement solutions firm that specializes in holistic and integrated retirement and estate planning. They coordinate investments, tax strategies, estate plans, and insurance solutions to create comprehensive strategies for their clients. The firm employs a team-based approach, collaborating with in-house experts and part... Read More
