Legacy Wealth Management
Finance · Mississippi, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
300 Concourse Blvd Ste 102, Ridgeland, M...Phone Number
(601) 499-1970Website
www.mylegacy.msRevenue
<$5 MillionIndustry
About Legacy Wealth Management
Mississippi Wealth Advisors | Legacy Wealth Management focuses on providing tailored financial advice, planning, and management to individuals and families of wealth. They aim to instill confidence in their clients, helping them achieve their life goals while considering generational planning and financial literacy. The firm emphasizes a holistic approach to wealth management, addressing various financial roles including taxation, estate planning, and risk management. Recognized as one of Mississippi's best wealth advisors, they strive to be a trusted long-term financial partner for their clients.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Legacy Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Legacy Wealth Management
Compare insights from companies similar to Legacy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Legacy Wealth Management Tech Stack
A closer look at the technologies used by Legacy Wealth Management
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Legacy Wealth Management
Sign Up For FreeTo access detailed company insights
Mississippi Wealth Advisors | Legacy Wealth Management focuses on providing tailored financial advice, planning, and management to individuals and families of wealth. They aim to instill confidence in their clients, helping them achieve their life goals while considering generational planning and financial literacy. The firm emphasizes a holistic a... Read More
