Legacy Private Client Services
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
1315 S Glenburnie Rd Ste D18, New Bern, ...Phone Number
(252) 514-2568Website
www.legacypcs.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Legacy Private Client Services
Legacy Private Client Services, LLC specializes in providing holistic financial planning and advisory services to high-net-worth individuals and families. The firm aims to help clients optimize their wealth potential and leave a meaningful legacy through comprehensive strategies that address their unique financial needs. With over thirty years of experience, they focus on simplifying complex financial situations and empowering clients to achieve extraordinary outcomes. Their target clients include affluent families and successful business owners who seek to steward their resources wisely and make a positive impact in their communities.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Private Client Ser...
<$5M
1-10
Private
-
2000
KB
Kathleen BaileyChief Operating Officer & Administrator & Manager
Company Profile Activity
Activity Insights
Legacy Private Client Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Private Client Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Private Client Services.
Legacy Private Client Services Tech Stack
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Legacy Private Client Services, LLC specializes in providing holistic financial planning and advisory services to high-net-worth individuals and families. The firm aims to help clients optimize their wealth potential and leave a meaningful legacy through comprehensive strategies that address their unique financial needs. With over thirty years of e... Read More
