Legacy Planning Group
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
870 Greenbrier Cir Ste 405, Chesapeake, ...Phone Number
(757) 625-0150Website
www.legacyplanninggroup.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Legacy Planning Group
Legacy Planning Group, LLC, based in Chesapeake, Virginia, specializes in fee-based financial planning services for middle-aged, middle-to-upper-class clients throughout the Hampton Roads area and beyond. The firm focuses on providing personalized financial guidance, particularly for military personnel, Merchant Marine members, and women undergoing significant life transitions. With over 28 years of experience, they emphasize a client-first approach, ensuring that clients' financial plans align with their life goals. Legacy Planning Group is committed to maintaining high standards of integrity and professionalism while helping clients navigate their financial journeys.Explore more
Popular SearchesLegacy Planning Group LLCEmotomyLegacy Planning GroupLegacyplanninggroup NetSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Planning Group
<$5M
1-10
Private
-
1998
N/A
Company Profile Activity
Activity Insights
Legacy Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Planning Group.
Legacy Planning Group Tech Stack
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Legacy Planning Group, LLC, based in Chesapeake, Virginia, specializes in fee-based financial planning services for middle-aged, middle-to-upper-class clients throughout the Hampton Roads area and beyond. The firm focuses on providing personalized financial guidance, particularly for military personnel, Merchant Marine members, and women undergoing... Read More
