LegacyWealth

Insurance · Texas, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3410 Midcourt Rd, Carrollton, Texas, 750...

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About LegacyWealth

Legacy Wealth Co LLC specializes in creating generational wealth through various life insurance products, including Index Universal Life Insurance, Whole Life Insurance, and Annuities. They offer comprehensive plans, expert consultation services, and hassle-free policy management to help families protect their assets and achieve financial goals. The company prides itself on providing personalized service and support, ensuring clients receive the coverage they need regardless of their budget. With a commitment to educating clients on wealth preservation and tax-free retirement strategies, Legacy Wealth Co LLC aims to serve individuals from diverse lifestyles.Explore more
LegacyWealth's Social MediaPopular SearchesLegacyWealthSIC Code 64,641NAICS Code 52,524Show more

LegacyWealth Org Chart

LT
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail

Is LegacyWealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to LegacyWealth

Compare insights from companies similar to LegacyWealth, 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

LegacyWealth

<$5M
1-10
Private
-
-
LT
Liz TodorovicFounder & CEO
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.3M
11-50
Private
-
2004
LF
Linda FlynnVice President Long Term Care
<$5M
1-10
Private
-
-
AV
Andrea ViolaManager, Business Operations
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
<$5M
2007
SE
Susan EllisVice President, Finance, Data Management & Systems
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

LegacyWealth is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

LegacyWealth is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about LegacyWealth.

LegacyWealth Tech Stack

Top Insurance Companies

Frequently Asked Questions Regarding LegacyWealth

What is LegacyWealth's official website?
LegacyWealth's official website is www.legacywealthco.com
What is LegacyWealth's Revenue?
LegacyWealth's revenue is <$5 Million
What is LegacyWealth's SIC code?
LegacyWealth's SIC: 64,641
What is LegacyWealth's NAICS code?
LegacyWealth's NAICS: 52,524
How many employees does LegacyWealth have?
LegacyWealth has 1-10 employees
What industry does LegacyWealth belong to?
LegacyWealth is in the industry of: Insurance, Finance, Securities Trading
What is LegacyWealth competition?
LegacyWealth top competitors include: Sterling Total Wealth Solutions, Handford Financial Strategies, Paladin Retirement Advisors, Strategic Financial Partners
What technology does LegacyWealth use?
Some of the popular technologies that LegacyWealth uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Cloud Web Serving, Google Cloud Platform
What does LegacyWealth do?

Legacy Wealth Co LLC specializes in creating generational wealth through various life insurance products, including Index Universal Life Insurance, Whole Life Insurance, and Annuities. They offer comprehensive plans, expert consultation services, and hassle-free policy management to help families protect their assets and achieve financial goals. Th... e company prides itself on providing personalized service and support, ensuring clients receive the coverage they need regardless of their budget. With a commitment to educating clients on wealth preservation and tax-free retirement strategies, Legacy Wealth Co LLC aims to serve individuals from diverse lifestyles.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.