Legacy Wealth Planning
Likely to Engage tag.Highly Engaged Employees

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

10599 Double R Blvd, Reno, Nevada, 89521...

Phone Number

(775) 850-2500

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Legacy Wealth Planning

Legacy Wealth Planning, LLC is a financial services firm based in Reno, NV, specializing in comprehensive wealth management solutions. Their offerings include retirement planning, asset management, education planning, estate planning, and insurance strategies tailored for families and small business owners. The firm aims to empower clients by providing tailored strategies for financial planning, compliance, and long-term growth. They serve clients in the Reno area and beyond, focusing on helping business owners navigate financial complexities and optimize their financial wellness.Explore more
Legacy Wealth Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Planning Org Chart

PhoneEmail
CV
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Managing Partner

PhoneEmail
PM
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Managing Partner

PhoneEmail
WH
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Wealth Advisor

PhoneEmail
MM
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Advisor

PhoneEmail
JP
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Advisor

Flame icon indicating likelihood to engage via phone.PhoneEmail
MM
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Financial Advisor

PhoneEmail

PhoneEmail
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Compare Similar Companies to Legacy Wealth Planning

Compare insights from companies similar to Legacy Wealth Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Planning

<$5M
1-10
Private
-
2006
CV
Christopher VargasManaging Partner
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
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Legacy Wealth Planning Tech Stack

A closer look at the technologies used by Legacy Wealth Planning

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Frequently Asked Questions Regarding Legacy Wealth Planning

What is Legacy Wealth Planning's official website?
Legacy Wealth Planning's official website is www.lwpreno.com
What is Legacy Wealth Planning's Revenue?
Legacy Wealth Planning's revenue is <$5 Million
What is Legacy Wealth Planning's SIC code?
Legacy Wealth Planning's SIC: 62,628
What is Legacy Wealth Planning's NAICS code?
Legacy Wealth Planning's NAICS: 52,523
How many employees does Legacy Wealth Planning have?
Legacy Wealth Planning has 1-10 employees
What industry does Legacy Wealth Planning belong to?
Legacy Wealth Planning is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Wealth Planning competition?
Legacy Wealth Planning top competitors include: Sterling Total Wealth Solutions, Handford Financial Strategies, Casco Bay Wealth Advisors
What technology does Legacy Wealth Planning use?
Some of the popular technologies that Legacy Wealth Planning uses are: Blackbaud, WordPress.org, reCAPTCHA, PHP
How do I contact Legacy Wealth Planning?
Legacy Wealth Planning contact info: Phone number: (775) 850-2500 Website: www.lwpreno.com
What does Legacy Wealth Planning do?

Legacy Wealth Planning, LLC is a financial services firm based in Reno, NV, specializing in comprehensive wealth management solutions. Their offerings include retirement planning, asset management, education planning, estate planning, and insurance strategies tailored for families and small business owners. The firm aims to empower clients by provi... ding tailored strategies for financial planning, compliance, and long-term growth. They serve clients in the Reno area and beyond, focusing on helping business owners navigate financial complexities and optimize their financial wellness.Read More

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

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