My Legacy Group

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2645 Executive Park Dr, Weston, Florida,...

Phone Number

(954) 446-6696

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 My Legacy Group

My Legacy Group specializes in retirement planning and wealth management services, focusing on creating peace of mind, financial freedom, and a lasting legacy for their clients. They offer a range of services including asset management, retirement distribution and tax planning, estate planning, and annuities. The company utilizes a financial planning tool called Retirement Analyzer to simplify complex strategies and enhance client engagement. Their target clients include pre-retirees and individuals seeking comprehensive financial guidance as they prepare for retirement.Explore more
My Legacy Group's Social MediaPopular SearchesMY Legacy GroupLegacy Group IncMY Legacy Group CorpMy Legacy Group - IncMy Legacy Group IncSIC Code 62,628NAICS Code 52,523Show more

My Legacy Group Org Chart

PhoneEmail
NM
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is My Legacy Group 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 My Legacy Group

Compare insights from companies similar to My Legacy Group, 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

My Legacy Group

<$5M
1-10
Private
-
2006
NM
Narda McCarthyManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2001
TW
Todd WootenFounder & President
<$5M
1-10
Private
-
2010
BU
Bryan UseldingVice President
<$5M
1-10
Private
-
2014
MF
Michael FurstFinancial Advisor
<$5M
1-10
Private
-
2010
JH
Jacob HallCEO & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

My Legacy Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

My Legacy Group Tech Stack

A closer look at the technologies used by My Legacy Group

Top Finance Companies

Frequently Asked Questions Regarding My Legacy Group

What is My Legacy Group's official website?
My Legacy Group's official website is www.mylegacygroup.com
What is My Legacy Group's Revenue?
My Legacy Group's revenue is <$5 Million
What is My Legacy Group's SIC code?
My Legacy Group's SIC: 62,628
What is My Legacy Group's NAICS code?
My Legacy Group's NAICS: 52,523
How many employees does My Legacy Group have?
My Legacy Group has 1-10 employees
What industry does My Legacy Group belong to?
My Legacy Group is in the industry of: Finance, Securities Trading
What is My Legacy Group competition?
My Legacy Group top competitors include: The Holland Group, Blue Sky Financial Partners, Pace Wealth Advisors, Evans Financial Group
What technology does My Legacy Group use?
Some of the popular technologies that My Legacy Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact My Legacy Group?
My Legacy Group contact info: Phone number: (954) 446-6696 Website: www.mylegacygroup.com
What does My Legacy Group do?

My Legacy Group specializes in retirement planning and wealth management services, focusing on creating peace of mind, financial freedom, and a lasting legacy for their clients. They offer a range of services including asset management, retirement distribution and tax planning, estate planning, and annuities. The company utilizes a financial planni... ng tool called Retirement Analyzer to simplify complex strategies and enhance client engagement. Their target clients include pre-retirees and individuals seeking comprehensive financial guidance as they prepare for retirement.Read More

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

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.