Legacy Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

10432 Balls Ford Rd Ste 100, Manassas, V...

Phone Number

(877) 650-4738

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Legacy Wealth Management

Legacy Wealth Management is a financial advisory firm based in Northern Virginia that specializes in retirement income strategies, wealth management, tax-efficient strategies, and legacy planning. They empower families to take control of their financial futures by providing personalized guidance and access to a team of experts. Their services include IRA and 401(k) rollovers, asset protection, and educational seminars aimed at enhancing clients' financial literacy. The firm fosters a community of like-minded families, emphasizing meaningful connections and support throughout their financial journeys.Explore more
Legacy Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

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Chief Executive Officer

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Director, Operations

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Assistant Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2013
GD
Ginny DellManager, Wealth
<$5M
1-10
Private
<$5M
2015
BF
Bailey FinkelsteinVice President, Business Development
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Legacy Wealth Management Tech Stack

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.lwealthmanagement.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 1-10 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Infinity Advisory Group, Ensign Wealth Management
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: On-Site, Google Tag Manager, GoDaddy DNS, jsDelivr
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (877) 650-4738 Website: www.lwealthmanagement.com
What does Legacy Wealth Management do?

Legacy Wealth Management is a financial advisory firm based in Northern Virginia that specializes in retirement income strategies, wealth management, tax-efficient strategies, and legacy planning. They empower families to take control of their financial futures by providing personalized guidance and access to a team of experts. Their services inclu... de IRA and 401(k) rollovers, asset protection, and educational seminars aimed at enhancing clients' financial literacy. The firm fosters a community of like-minded families, emphasizing meaningful connections and support throughout their financial journeys.Read More

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

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