Legacy Wealth Partners
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
4500 Park Granada Ste 201, Calabasas, Ca...Phone Number
(818) 995-7733Website
www.legacywp.comRevenue
$11.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Legacy Wealth Partners
Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through the company's office in Woodland Hills, California, the company's advisors have been serving established families in the local area and around the country for years. The company uses a holistic wealth planning approach to address all of the company's clients' financial needs, including: tax planning and preparation, investment management, retirement planning, protection planning, and estate planning. The company's mission is to empower the company's clients to gain greater control over their financial lives, reduce stress, and increase peace of mind. The company view each client relationship as a partnership, one that the company hope will last a lifetime.Explore more
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Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through the company's office in Woodland Hills, California, the company's advisors have been serving established families in the local area and aroun... Read More
