Legacy Wealth Management
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
2525 Harrodsburg Rd Ste 100, Lexington, ...Phone Number
(859) 296-1200Website
www.legacywealthky.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Legacy Wealth Management
Over the years, we have helped our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation. Securing your life's aspirations takes time, effort, and energy. This leaves little time for day-to-day management of your life's savings. We can take that responsibility off your hands while helping your pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Explore more
Legacy Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
RC
Rebecca CarneyAdministrative Associate and Assistant, Client Services Manager
Company Profile Activity
Activity Insights
Legacy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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Frequently Asked Questions Regarding Legacy Wealth Management
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Over the years, we have helped our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation. Securing your life's aspirations takes time, effort, and energy. This leaves little time for day-to-day management of your life's savings. We can take that responsibility off your hands whi... Read More
