Legacy Wealth Partners
Finance · Louisiana, United States · 11-50 Employees
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Overview
Headquarters
4600 Sherwood Common Blvd Ste 201, Baton...Phone Number
(225) 246-2597Website
www.legacywealthpartners.comRevenue
$5.6 MillionIndustry
About Legacy Wealth Partners
Legacy Wealth Partners provides tailored financial advisory services to help clients manage their wealth and assets through various financial phases of life. They offer a wide range of services including retirement income strategies, wealth management, annuities, and life insurance, catering to individuals regardless of how close they are to retirement. Their approach involves understanding each client's specific needs and crafting customized financial strategies to achieve their goals. The firm emphasizes independent guidance and has a team of experienced financial professionals ready to assist clients in making informed decisions about their financial futures.Explore more
Legacy Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1970
JL
Joshua LeonardPresident & Chief Compliance Officer & Investment Advisor & Representative
Legacy Wealth Partners Tech Stack
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Frequently Asked Questions Regarding Legacy Wealth Partners
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Legacy Wealth Partners provides tailored financial advisory services to help clients manage their wealth and assets through various financial phases of life. They offer a wide range of services including retirement income strategies, wealth management, annuities, and life insurance, catering to individuals regardless of how close they are to retire... Read More
