Legacy Planning Advisors
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
PO Box 50681, Arlington, Virginia, 22205...Phone Number
(703) 298-9133Website
www.paulcollinson.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Planning Advisors
Legacy Planning Advisors LLC is a fee-only, time-based financial planning firm that provides objective, commission-free advice. The firm specializes in guiding salaried households, near retirees, and recent retirees towards financial clarity and confidence through personalized financial planning services. They focus on custom retirement projections, tax return reports, and specific investment recommendations without managing assets or selling products. With a commitment to accessible advice, Legacy Planning Advisors LLC aims to help clients achieve their financial goals while alleviating concerns about their financial future.Explore more
Popular SearchesLegacy Planning Advisors LLCSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Planning Advisors
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Legacy Planning Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy Planning Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Planning Advisors.
Legacy Planning Advisors Tech Stack
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Legacy Planning Advisors LLC is a fee-only, time-based financial planning firm that provides objective, commission-free advice. The firm specializes in guiding salaried households, near retirees, and recent retirees towards financial clarity and confidence through personalized financial planning services. They focus on custom retirement projections... Read More
