Legacy Planning Partners
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
228 W Gay St, West Chester, Pennsylvania...Phone Number
(855) 378-1415Website
www.legacy-online.comRevenue
$12.9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
1
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1
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1
About Legacy Planning Partners
Legacy Planning Partners, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. The company hold all personal information provided to the company's firm in the strictest confidence. These records include all personal information that the company collect from you in connection with any of the services provided by Legacy Planning Partners. The company has never disclosed information to nonaffiliated third parties, except as required by law, and do not anticipate doing so in the future. If the company were to anticipate such a change in firm policy, the company would be prohibited under the law from doing so without advising you first. As you know, the company uses health and financial information that you provide to the company to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. The company's policy with respect to personal information about you isRead more
Legacy Planning Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Planning Partners
$12.9M
11-50
Private
<$5M
1999
NH
Natalie HodakDivision President, Legacy Planning, A of HUB Northeast (Retirement & Private Wealth)
Company Profile Activity
Activity Insights
Legacy Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Planning Partners.
Legacy Planning Partners financials insights
Gather financial insights about Legacy Planning Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Legacy Planning Partners Tech Stack
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Legacy Planning Partners, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. The company hold all personal information provided to the company's firm in the strictest confidence. These records include all personal information that the company collect from you in connection with any of t... Read More
