Legato Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4240 Rocklin Rd Ste 6, Rocklin, Californ...

Phone Number

(916) 580-3025

Revenue

<$5 Million

Industry

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

About Legato Financial

Legato Financial specializes in providing comprehensive financial planning services to help clients navigate significant life transitions such as marriage, home purchases, and retirement. The firm emphasizes the importance of creating a financial roadmap to prepare for these changes with confidence. Led by certified professionals, including a Certified Financial Planner and a Certified Divorce Financial Analyst, Legato Financial aims to offer trusted advice tailored to individual needs. Their intended clients include individuals and families seeking guidance in managing their financial futures.Explore more
Legato Financial's Social MediaPopular SearchesLegato FinancialLegatoFinancial CopyTony OwingsTony Owings CFP®Tony Owings CFP® CDFA®SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legato Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Paul Allen, President and Chief Executive Officer, CFP at Wealth Strategies Partners
Paul AllenPresident and CEO, CFP
<$5M
11-50
Private
-
2020
JL
Julie LeakeSenior Manager, Registered Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JW
John WiegensteinFinancial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1962
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legato Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Legato Financial Tech Stack

A closer look at the technologies used by Legato Financial

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Frequently Asked Questions Regarding Legato Financial

What is Legato Financial's official website?
Legato Financial's official website is www.legatofinancial.net
What is Legato Financial's Revenue?
Legato Financial's revenue is <$5 Million
What is Legato Financial's SIC code?
Legato Financial's SIC: 62,628
What is Legato Financial's NAICS code?
Legato Financial's NAICS: 52,523
How many employees does Legato Financial have?
Legato Financial has 1-10 employees
What industry does Legato Financial belong to?
Legato Financial is in the industry of: Finance, Securities Trading
What is Legato Financial competition?
Legato Financial top competitors include: Wealth Strategies Partners, Cradlestone Wealth Services, Wealth Advisory Services, Raymond James Financial Services
What technology does Legato Financial use?
Some of the popular technologies that Legato Financial uses are: Sentry, WixStores, F5 BIG-IP Platform, Sectigo
How do I contact Legato Financial?
Legato Financial contact info: Phone number: (916) 580-3025 Website: www.legatofinancial.net
What does Legato Financial do?

Legato Financial specializes in providing comprehensive financial planning services to help clients navigate significant life transitions such as marriage, home purchases, and retirement. The firm emphasizes the importance of creating a financial roadmap to prepare for these changes with confidence. Led by certified professionals, including a Certi... fied Financial Planner and a Certified Divorce Financial Analyst, Legato Financial aims to offer trusted advice tailored to individual needs. Their intended clients include individuals and families seeking guidance in managing their financial futures.Read More

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

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