Legacy Planning Alliance

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

911 First Colonial Rd Ste 100, Virginia ...

Phone Number

(757) 549-9681

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
2
1
1

About Legacy Planning Alliance

Legacy Planning Alliance, Inc. is a financial services company that specializes in asset protection and retirement income products and services. They provide personalized planning processes to guide individuals, families, and businesses toward achieving their financial, retirement, and business goals. The company emphasizes a disciplined investment strategy and regular reviews to empower clients in their financial decisions. Legacy Planning Alliance, Inc. operates in states where they are licensed to offer insurance products and services.Explore more
Legacy Planning Alliance's Social MediaPopular SearchesLegacy Planning Alliance IncLegacy Planning AlliancePlanning Alliance IncPlanning Alliance, Inc.httpVeridian Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Is Legacy Planning Alliance your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Legacy Planning Alliance

Compare insights from companies similar to Legacy Planning Alliance, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Planning Alliance

<$5M
1-10
Private
-
1989
JB
John BurnettVice President
<$5M
1-10
Private
-
1985
FY
Frederick YankeeFinancial Professional
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
-
JC
Julie ClausDirector, Branch of Operations
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Planning Alliance Tech Stack

A closer look at the technologies used by Legacy Planning Alliance

Top Finance Companies

Frequently Asked Questions Regarding Legacy Planning Alliance

What is Legacy Planning Alliance's official website?
Legacy Planning Alliance's official website is www.legacyplan.net
What is Legacy Planning Alliance's Revenue?
Legacy Planning Alliance's revenue is <$5 Million
What is Legacy Planning Alliance's SIC code?
Legacy Planning Alliance's SIC: 62,628
What is Legacy Planning Alliance's NAICS code?
Legacy Planning Alliance's NAICS: 52,523
How many employees does Legacy Planning Alliance have?
Legacy Planning Alliance has 1-10 employees
What industry does Legacy Planning Alliance belong to?
Legacy Planning Alliance is in the industry of: Finance, Securities Trading
What is Legacy Planning Alliance competition?
Legacy Planning Alliance top competitors include: Peak Mountain Advisors, Tradewinds Wealth Management, Time Financial Service, Sopher Financial Group
What companies has Legacy Planning Alliance acquired?
Legacy Planning Alliance has acquired the companies: Veridian Wealth Management
What technology does Legacy Planning Alliance use?
Some of the popular technologies that Legacy Planning Alliance uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact Legacy Planning Alliance?
Legacy Planning Alliance contact info: Phone number: (757) 549-9681 Website: www.legacyplan.net
What does Legacy Planning Alliance do?

Legacy Planning Alliance, Inc. is a financial services company that specializes in asset protection and retirement income products and services. They provide personalized planning processes to guide individuals, families, and businesses toward achieving their financial, retirement, and business goals. The company emphasizes a disciplined investment... strategy and regular reviews to empower clients in their financial decisions. Legacy Planning Alliance, Inc. operates in states where they are licensed to offer insurance products and services.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.