Legacy Retirement Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

6265 Emerald Pkwy, Dublin, Ohio, 43016, ...

Phone Number

(614) 336-7660

Revenue

$8.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1

About Legacy Retirement Group

Legacy Retirement Group is a member of the Central Ohio Better Business Bureau, National Ethics Bureau, and the Dublin Chamber of Commerce. The company's mission is to provide Secure Retirement Solutions that meet your income needs, protect your assets, and preserve your estate for generations to come. At Legacy Retirement Group, the company realize that your situation is unique, so the company will build a custom plan to meet your goals and objectives. This is accomplished through exceptional knowledge, caring service, and a lifetime of support. See website disclosuresExplore more
Legacy Retirement Group's Social MediaPopular SearchesLegacy Retirement Group LLCRetirement GroupSenior Legacy & RetirementWww LegacyretirementgroupGet Retirement Management CoSIC Code 62,628NAICS Code 52,523Show more

Legacy Retirement Group Org Chart

PhoneEmail
Kristin Taylor, Vice President and Owner at Legacy Retirement Group
United States flag for contact location.

Vice President and Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Retirement Group

$8.1M
11-50
Private
-
2005
Kristin Taylor, Vice President and Owner at Legacy Retirement Group
Kristin TaylorVice President and Owner
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2014
John Helms, Chief Executive Officer and Founder. CFP, CLU, ChFC at Objective Advisory
John HelmsCEO and Founder. CFP, CLU, ChFC
<$5M
1-10
Private
-
-
ST
Sheila TaylorOffice Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2003
SM
Stefanie MorganManager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

Legacy Retirement Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Retirement Group.

Legacy Retirement Group Tech Stack

A closer look at the technologies used by Legacy Retirement Group

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Frequently Asked Questions Regarding Legacy Retirement Group

What is Legacy Retirement Group's official website?
Legacy Retirement Group's official website is www.legacyretirementgroup.com
What is Legacy Retirement Group's Revenue?
Legacy Retirement Group's revenue is $8.1 Million
What is Legacy Retirement Group's SIC code?
Legacy Retirement Group's SIC: 62,628
What is Legacy Retirement Group's NAICS code?
Legacy Retirement Group's NAICS: 52,523
How many employees does Legacy Retirement Group have?
Legacy Retirement Group has 11-50 employees
What industry does Legacy Retirement Group belong to?
Legacy Retirement Group is in the industry of: Finance, Securities Trading
What is Legacy Retirement Group competition?
Legacy Retirement Group top competitors include: Navigation Retirement Group, Objective Advisory, Seaman Retirement Planning, Bussenger Financial Group
What technology does Legacy Retirement Group use?
Some of the popular technologies that Legacy Retirement Group uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Legacy Retirement Group?
Legacy Retirement Group contact info: Phone number: (614) 336-7660 Website: www.legacyretirementgroup.com
What does Legacy Retirement Group do?

Legacy Retirement Group is a member of the Central Ohio Better Business Bureau, National Ethics Bureau, and the Dublin Chamber of Commerce. The company's mission is to provide Secure Retirement Solutions that meet your income needs, protect your assets, and preserve your estate for generations to come. At Legacy Retirement Group, the company realiz... e that your situation is unique, so the company will build a custom plan to meet your goals and objectives. This is accomplished through exceptional knowledge, caring service, and a lifetime of support. See website disclosuresRead More

What are Legacy Retirement Group social media links?
Legacy Retirement Group Linkedin page Legacy Retirement Group Twitter page Legacy Retirement Group Facebook page
Is Legacy Retirement Group a public company?
Legacy Retirement Group is private company therefore does not currently have an official ticker symbol
See more information about Legacy Retirement Group

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