Legacy Solutions
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
200 S Union St, Kennett Square, Pennsylv...Phone Number
(610) 444-9920Website
www.legacysolutions.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
3
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1
About Legacy Solutions
Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine. Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution.Explore more
Legacy Solutions Org Chart
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Legacy Solutions financials insights
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2021
Debt
$89K
Legacy Solutions Tech Stack
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Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment.... Read More
