Legacy Wealth Management

Business Services · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

100 Sylvan Rd Ste 705, Woburn, Massachus...

Phone Number

(781) 968-5175

Revenue

<$5 Million

Industry

Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Wealth Management

Legacy Wealth Management is a company that operates in the HR & Staffing industry. It employs 1to4 people and has 1Mto5M of revenue. The company is headquartered in Woburn, Massachusetts.Explore more
Popular SearchesLegacy Wealth Managementmanagemylegacy.comBroadridge Investor Communication Solutions IncSIC Code 87,874NAICS Code 56,561Show more

Legacy Wealth Management Org Chart

PhoneEmail
MR
United States flag for contact location.

Owner, Wealth Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
-
MR
Michelle ReidOwner, Wealth Manager
$5.2M
11-50
Private
-
2001
DR
David RottschaferFinancial Planner & Financial Advisor & Manager, Wealth Cfp ( R)
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
2001
RB
Rhonda BarclayFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

Legacy Wealth Management is drawing exceptional interest within the Business Services 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

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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.managemylegacy.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: 87,874
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 56,561
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: Business Services, Human Resources Management Systems (HRMS)
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Sound Financial Services, Covenant Retirement Strategies, Fairway Financial Services, Tri-State Financial Services
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (781) 968-5175 Website: www.managemylegacy.com
What does Legacy Wealth Management do?

Legacy Wealth Management is a company that operates in the HR & Staffing industry. It employs 1to4 people and has 1Mto5M of revenue. The company is headquartered in Woburn, Massachusetts.... 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

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