Legacy Wealth Designers

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

14143 Denver West Pkwy Ste 100, Golden, ...

Phone Number

(303) 933-6797

Revenue

$7.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Legacy Wealth Designers

Legacy Wealth Designers is an independent financial firm that has served pre- and current retirees in the Denver/Boulder metro area since 1995. Our team of specialists will work closely with you to evaluate your current financial situation and understand your retirement lifestyle needs. We customize plans that best fit each family's lifestyle, carefully walking you through every step of the implementation process. We constantly monitor your plan and hold regular review meetings to ensure the plan is optimized to achieve the desired objective. Contact us so we can help you with your retirement planning and financial needs.Explore more
Legacy Wealth Designers's Social MediaPopular SearchesLegacy Wealth Designers IncLegacy Wealth DesignersInsurance & Financial Group IncLegacy Wealth Designers - IncWealth Designers IncSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Designers Org Chart

PhoneEmail
Brian Ditton, Founder at Legacy Wealth Designers
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Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Designers

$7.2M
11-50
Private
-
-
$9.6M
11-50
Private
<$5M
2011
KA
Kyle AllynVice President
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1996
N/A
<$5M
1-10
Private
-
2001
Jason Bergey, Owner and Managing Director at Pennsylvania Wealth Management
Jason BergeyOwner and Managing Director
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
TD
Tasha DonatOperations Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Designers Tech Stack

A closer look at the technologies used by Legacy Wealth Designers

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Frequently Asked Questions Regarding Legacy Wealth Designers

What is Legacy Wealth Designers's official website?
Legacy Wealth Designers's official website is www.legacywealthdesigners.com
What is Legacy Wealth Designers's Revenue?
Legacy Wealth Designers's revenue is $7.2 Million
What is Legacy Wealth Designers's SIC code?
Legacy Wealth Designers's SIC: 62,628
What is Legacy Wealth Designers's NAICS code?
Legacy Wealth Designers's NAICS: 52,523
How many employees does Legacy Wealth Designers have?
Legacy Wealth Designers has 11-50 employees
What industry does Legacy Wealth Designers belong to?
Legacy Wealth Designers is in the industry of: Finance, Securities Trading
What is Legacy Wealth Designers competition?
Legacy Wealth Designers top competitors include: Hoffman Financial Group, Aloha Wealth Partners, Successful Retirement Wealth Management, Pennsylvania Wealth Management
What technology does Legacy Wealth Designers use?
Some of the popular technologies that Legacy Wealth Designers uses are: WordPress.org, HostPapa, Google Universal Analytics, AppRiver
How do I contact Legacy Wealth Designers?
Legacy Wealth Designers contact info: Phone number: (303) 933-6797 Website: www.legacywealthdesigners.com
What does Legacy Wealth Designers do?

Legacy Wealth Designers is an independent financial firm that has served pre- and current retirees in the Denver/Boulder metro area since 1995. Our team of specialists will work closely with you to evaluate your current financial situation and understand your retirement lifestyle needs. We customize plans that best fit each family's lifestyle, care... fully walking you through every step of the implementation process. We constantly monitor your plan and hold regular review meetings to ensure the plan is optimized to achieve the desired objective. Contact us so we can help you with your retirement planning and financial needs.Read More

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

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