Legacy Wealth Management
Finance · Kentucky, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
2525 Harrodsburg Rd Ste 100, Lexington, ...Phone Number
(859) 296-1200Website
www.legacywealthky.comRevenue
<$5 MillionIndustry
About Legacy Wealth Management
Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, specializing in fiduciary wealth management, retirement planning, investment advice, and tax strategies. They cater to a diverse clientele, including pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, helping them achieve their financial goals and secure their legacies. The firm emphasizes personalized financial planning and proactive advice to navigate the complexities of wealth management. With a commitment to transparency and client-centered service, Legacy Wealth Management aims to empower clients to make informed decisions for a sustainable financial future.Explore more
SIC Code 62,628NAICS Code 52,523Show moreLegacy Wealth Management Org Chart
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
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
Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, specializing in fiduciary wealth management, retirement planning, investment advice, and tax strategies. They cater to a diverse clientele, including pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, helping them achieve their financia... Read More