The Legacy One Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

24 Greenway Plz Ste 1507, Houston, Texas...

Phone Number

(713) 960-0200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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About The Legacy One Group

Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Legacy One Group comes in. We're trained professionals, and we can draw on years of financial service experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, our goal is to help you. Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If its been a while, act today. SUPERVISION / COMPLIANCEExplore more
The Legacy One Group's Social MediaPopular SearchesThe Legacy One GroupLegacy One LLCLegacy One GroupLegacy OneLegacy One Investors Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Legacy One Group Org Chart

PhoneEmail
LS
United States flag for contact location.

Long Term Care Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Legacy One Group

<$5M
1-10
Private
-
2000
LS
Larry SivilliLong Term Care Specialist
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
LL
Lexi LarkinAdministrative Assistant
<$5M
1-10
Private
-
1996
LB
Lisa BrulaConsultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Legacy One Group Tech Stack

A closer look at the technologies used by The Legacy One Group

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Frequently Asked Questions Regarding The Legacy One Group

What is The Legacy One Group's official website?
The Legacy One Group's official website is www.legacyone.com
What is The Legacy One Group's Revenue?
The Legacy One Group's revenue is <$5 Million
What is The Legacy One Group's SIC code?
The Legacy One Group's SIC: 62,628
What is The Legacy One Group's NAICS code?
The Legacy One Group's NAICS: 52,523
How many employees does The Legacy One Group have?
The Legacy One Group has 1-10 employees
What industry does The Legacy One Group belong to?
The Legacy One Group is in the industry of: Finance, Securities Trading
What is The Legacy One Group competition?
The Legacy One Group top competitors include: Investment Advisors, RAM Financial, JEM Wealth Management, LeClaire Financial Services
What technology does The Legacy One Group use?
Some of the popular technologies that The Legacy One Group uses are: Smarsh, DigiCert, Cloudflare Security, Broadridge Advisor Solutions
How do I contact The Legacy One Group?
The Legacy One Group contact info: Phone number: (713) 960-0200 Website: www.legacyone.com
What does The Legacy One Group do?

Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Legacy One Group comes in. We're trained professionals, and we can draw on years of financial service experience when creating a long-term str... ategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, our goal is to help you. Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If its been a while, act today. SUPERVISION / COMPLIANCERead More

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

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