Legacy Solutions

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

8034 W Redbird Rd, Peoria, Arizona, 8538...

Phone Number

(480) 419-4144

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Legacy Solutions

Legacy Solutions, LLC, led by Timothy Keefe, specializes in comprehensive asset management services, including estate planning, risk management, and investment strategies. The firm offers tailored financial solutions to clients in Arizona, California, and Indiana, focusing on thorough reviews of estate planning and investment planning. Their services encompass the creation of estate planning documents, risk management planning, and tax reduction strategies. Legacy Solutions aims to provide informed financial guidance to help clients achieve their retirement and estate planning goals.Explore more
Legacy Solutions's Social MediaPopular SearchesLegacy Solutions LLCLegacy Document Svc. LLCLegacy Solutionslegacy solutions llcGetlegacysolutionsinfo.comSIC Code 62,628NAICS Code 52,523Show more

Legacy Solutions Org Chart

SK
United States flag for contact location.

Founder & Chief Executive Officer

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HM
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Recruiter

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Solutions

<$5M
1-10
Private
-
2004
SK
Shawnah KuckenFounder & CEO
<$5M
11-50
Private
-
1987
CC
Cynthia ColemanClient Service Compliance Specialist
<$5M
1-10
Private
-
2014
TF
Taylor FreemanOwner and President
<$5M
1-10
Private
-
2011
RB
Robert BrooksPrincipal and Managing Director
<$5M
1-10
Private
-
2005
KH
Kalie HawleyGeneration Financial Planner
<$5M
1-10
Private
-
-
CE
Curtis ElOwne & Private Wealth Advisor
<$5M
1-10
Private
-
-
RF
Ralph FranzeseBranch Manager & Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Solutions Tech Stack

A closer look at the technologies used by Legacy Solutions

Top Finance Companies

Frequently Asked Questions Regarding Legacy Solutions

What is Legacy Solutions's official website?
Legacy Solutions's official website is www.legacysolutionsinfo.com
What is Legacy Solutions's Revenue?
Legacy Solutions's revenue is <$5 Million
What is Legacy Solutions's SIC code?
Legacy Solutions's SIC: 62,628
What is Legacy Solutions's NAICS code?
Legacy Solutions's NAICS: 52,523
How many employees does Legacy Solutions have?
Legacy Solutions has 1-10 employees
What industry does Legacy Solutions belong to?
Legacy Solutions is in the industry of: Finance, Securities Trading
What is Legacy Solutions competition?
Legacy Solutions top competitors include: Ralph Franzese, Richardson Financial Services, Valley Investment Planning, Freeman Financial Services
What technology does Legacy Solutions use?
Some of the popular technologies that Legacy Solutions uses are: Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1, Adwerx
How do I contact Legacy Solutions?
Legacy Solutions contact info: Phone number: (480) 419-4144 Website: www.legacysolutionsinfo.com
What does Legacy Solutions do?

Legacy Solutions, LLC, led by Timothy Keefe, specializes in comprehensive asset management services, including estate planning, risk management, and investment strategies. The firm offers tailored financial solutions to clients in Arizona, California, and Indiana, focusing on thorough reviews of estate planning and investment planning. Their servic... es encompass the creation of estate planning documents, risk management planning, and tax reduction strategies. Legacy Solutions aims to provide informed financial guidance to help clients achieve their retirement and estate planning goals.Read More

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

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