The Legacy Foundation
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
15010 Shell Point Blvd, Fort Myers, Flor...Phone Number
(239) 466-8484Website
www.legacyshellpoint.orgRevenue
<$5 MillionIndustry
About The Legacy Foundation
The Legacy Foundation at Shell Point is a specialized non-profit organization that provides financial and wealth planning concierge services exclusively for residents of Shell Point. They offer a range of services including estate planning, wealth transfer strategies, and essential financial services, all designed to help clients achieve their financial objectives. The foundation collaborates with clients' existing financial and legal advisors to ensure seamless legacy planning. Their mission is to support residents in managing their wealth and planning for the future through trusted experience and educational resources.Explore more
The Legacy Foundation Org Chart
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The Legacy Foundation at Shell Point is a specialized non-profit organization that provides financial and wealth planning concierge services exclusively for residents of Shell Point. They offer a range of services including estate planning, wealth transfer strategies, and essential financial services, all designed to help clients achieve their fina... Read More
