Legacy Wealth Management

Finance · Colorado, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7045 Campus Dr Ste 101, Colorado Springs...

Phone Number

(719) 380-0295

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Legacy Wealth Management

Legacy Wealth Management, Inc. specializes in providing financial planning services, including retirement planning, insurance solutions, and wealth preservation strategies. The firm aims to educate clients on financial concepts and help them achieve their financial goals through personalized advice and resources. Their intended clients include individuals seeking to enhance their financial literacy and secure their financial future. Legacy Wealth Management emphasizes the importance of working with skilled professionals to navigate the complexities of personal finance.Explore more
Popular SearchesLegacy Wealth Management Inclegacywealth1.comSIC Code 62,628NAICS Code 52,523Show more

Is Legacy Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

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.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
PL
Patrick LoughFinancial Planner & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JW
Jason WallingPresident & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealth1.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
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: TDF Platinum Wealth, Charter Financial Planning, Walling Financial Group, Velocity Community Investment Services
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Google Tag Manager
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (719) 380-0295 Website: www.legacywealth1.com
What does Legacy Wealth Management do?

Legacy Wealth Management, Inc. specializes in providing financial planning services, including retirement planning, insurance solutions, and wealth preservation strategies. The firm aims to educate clients on financial concepts and help them achieve their financial goals through personalized advice and resources. Their intended clients include indi... viduals seeking to enhance their financial literacy and secure their financial future. Legacy Wealth Management emphasizes the importance of working with skilled professionals to navigate the complexities of personal finance.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.