Legacy Planning Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

14330 Marin Dr, Cypress, Texas, 77429, U...

Phone Number

(713) 461-8300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Planning Group

Legacy Planning Group Inc. specializes in estate planning, tax planning, retirement planning, and asset protection services. They offer customized estate planning packages to ensure clients' asset-distribution goals are met. The firm caters to individuals, growing enterprises, and established businesses, particularly focusing on clients over age 55 for retirement planning. With a commitment to excellence and a strong reputation, they have been recognized for their outstanding service since 1977.Explore more
Popular SearchesLegacy Planning Group IncPlanning Group IncOxford Legacy Planning IncSIC Code 62,628NAICS Code 52,523Show more

Legacy Planning Group Org Chart

TM
United States flag for contact location.

President & Chief Executive Officer & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Planning Group

<$5M
1-10
Private
-
2003
TM
Troy McMahonPresident & CEO & Founder
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
1-10
Private
-
2001
GG
Gracie GannCo-Owner, Investment Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
MC
Meghan CollinsChartered Financial Consultant
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

A closer look at the technologies used by Legacy Planning Group

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Frequently Asked Questions Regarding Legacy Planning Group

What is Legacy Planning Group's official website?
Legacy Planning Group's official website is www.legacyplan.com
What is Legacy Planning Group's Revenue?
Legacy Planning Group's revenue is <$5 Million
What is Legacy Planning Group's SIC code?
Legacy Planning Group's SIC: 62,628
What is Legacy Planning Group's NAICS code?
Legacy Planning Group's NAICS: 52,523
How many employees does Legacy Planning Group have?
Legacy Planning Group has 1-10 employees
What industry does Legacy Planning Group belong to?
Legacy Planning Group is in the industry of: Finance, Securities Trading
What is Legacy Planning Group competition?
Legacy Planning Group top competitors include: Somerset Wealth Strategies, Advantage Retirement Services, Oakmonte Wealth Management, Fountainhead Wealth
What technology does Legacy Planning Group use?
Some of the popular technologies that Legacy Planning Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Legacy Planning Group?
Legacy Planning Group contact info: Phone number: (713) 461-8300 Website: www.legacyplan.com
What does Legacy Planning Group do?

Legacy Planning Group Inc. specializes in estate planning, tax planning, retirement planning, and asset protection services. They offer customized estate planning packages to ensure clients' asset-distribution goals are met. The firm caters to individuals, growing enterprises, and established businesses, particularly focusing on clients over age 55... for retirement planning. With a commitment to excellence and a strong reputation, they have been recognized for their outstanding service since 1977.Read More

Is Legacy Planning Group a public company?
Legacy Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Legacy Planning Group

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