Legacy Point
Finance · South Dakota, United States · 11-50 Employees
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Overview
Headquarters
326 W 6th St, Brookings, South Dakota, 5...Website
www.legacypoint.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Legacy Point
Legacy Point Financial specializes in comprehensive wealth management, helping clients integrate various aspects of their financial lives, including investments, taxes, estate planning, retirement, and insurance. They cater to retirees, pre-retirees, and business owners, providing guidance for complex financial decisions. The firm focuses on creating coordinated and organized financial plans tailored to individual goals. Their mission is to empower clients to make confident financial decisions and move forward with clarity.Explore more
Legacy Point Org Chart
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Activity Insights
Legacy Point is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Point Tech Stack
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Legacy Point Financial specializes in comprehensive wealth management, helping clients integrate various aspects of their financial lives, including investments, taxes, estate planning, retirement, and insurance. They cater to retirees, pre-retirees, and business owners, providing guidance for complex financial decisions. The firm focuses on creati... Read More
