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 specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for individuals and families. Their services include financial planning, retirement planning, tax planning, and estate planning, all designed to create a secure financial future. The firm emphasizes a personalized approach to understanding client goals and developing tailored financial strategies. They operate under a best-interest standard for insurance and annuity recommendations, ensuring that client needs are prioritized.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 specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for individuals and families. Their services include financial planning, retirement planning, tax planning, and estate planning, all designed to create a secure financial future. The firm emphasizes a personalized approach to un... Read More
