Money
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
17215 Studebaker Rd Ste 331, Cerritos, C...Phone Number
(562) 420-9060Website
www.legacyfinancial.infoRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Money
Legacy Financial is a financial services firm that specializes in retirement planning, investment management, estate planning, insurance, and college savings. The company aims to understand the unique needs and long-term goals of its clients, providing personalized strategies to help them build and preserve wealth. With a team of experienced professionals, Legacy Financial focuses on addressing the financial challenges individuals face as they prepare for retirement. Their services are designed for clients looking to secure their financial future and create lasting legacies.Explore more
Popular SearchesMoneyMoney Splash IncLegacy Financiallegacyfinancial.infoLegacyfinancialSIC Code 62,628NAICS Code 52,523Show more
Money Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
Company Profile Activity
Activity Insights
Money is experiencing very low activity levels compared to other companies in the Finance sector.
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Money is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Money.
Money Tech Stack
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Legacy Financial is a financial services firm that specializes in retirement planning, investment management, estate planning, insurance, and college savings. The company aims to understand the unique needs and long-term goals of its clients, providing personalized strategies to help them build and preserve wealth. With a team of experienced profes... Read More
