Legacy Wealth Planning
Finance · Nevada, United States · 1-10 Employees
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Overview
Headquarters
10599 Double R Blvd, Reno, Nevada, 89521...Phone Number
(775) 850-2500Website
www.lwpreno.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 personalized financial strategies and ensuring compliance with evolving regulations. They serve clients in the Reno area, focusing on both personal financial planning and business growth.Explore more
Legacy Wealth Planning Org Chart
CS
Partner and Financial Advisor
CV
Managing Partner
BM
Financial Advisor
JP
Advisor
WH
Wealth Advisor
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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 prov... Read More
