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) 246-2597

Revenue

$5.6 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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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's Social MediaPopular SearchesLegacy Wealth PartnersLegacy Wealth Partners LLCCom LegacywealthpartnersJason PartnersLegacy Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Partners Org Chart

PhoneEmail
KE
United States flag for contact location.

Director, Client Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Partners

$5.6M
11-50
Private
-
2010
KE
Katherine EskewDirector, Client Relations
<$5M
1-10
Private
<$5M
2001
GC
Gregory CarnivaleOwner and President
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1970
EL
Eric LeathemDirector, Operations
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1996
JK
Jeffrey KnoedlFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Partners.

Legacy Wealth Partners Tech Stack

A closer look at the technologies used by Legacy Wealth Partners

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Frequently Asked Questions Regarding Legacy Wealth Partners

What is Legacy Wealth Partners's official website?
Legacy Wealth Partners's official website is www.legacywealthpartners.com
What is Legacy Wealth Partners's Revenue?
Legacy Wealth Partners's revenue is $5.6 Million
What is Legacy Wealth Partners's SIC code?
Legacy Wealth Partners's SIC: 62,628
What is Legacy Wealth Partners's NAICS code?
Legacy Wealth Partners's NAICS: 52,523
How many employees does Legacy Wealth Partners have?
Legacy Wealth Partners has 11-50 employees
What industry does Legacy Wealth Partners belong to?
Legacy Wealth Partners is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Wealth Partners competition?
Legacy Wealth Partners top competitors include: Eischen Financial Group, Tondryk Wealth Management, JD Miller & Associates, Leonard Advisory Group
What technology does Legacy Wealth Partners use?
Some of the popular technologies that Legacy Wealth Partners uses are: Drupal, Google Tag Manager, jsDelivr, Fastly
How do I contact Legacy Wealth Partners?
Legacy Wealth Partners contact info: Phone number: (225) 246-2597 Website: www.legacywealthpartners.com
What does Legacy Wealth Partners do?

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... ment. 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.Read More

What are Legacy Wealth Partners social media links?
Legacy Wealth Partners Linkedin page Legacy Wealth Partners Facebook page
Is Legacy Wealth Partners a public company?
Legacy Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Partners

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