Tri-State Legacy Group

Insurance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

10 Raymond Ave, Poughkeepsie, New York, ...

Phone Number

(845) 235-6371

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
2
1
1

About Tri-State Legacy Group

Tri-State Legacy Group is an insurance firm that employs a holistic planning approach developed through six years in the financial services industry. They offer a range of products including life insurance, health insurance, property insurance, Medicare planning, asset protection, retirement and annuity services. Their mission is to prioritize client needs while helping them reduce risk and enhance their financial strategies. The company caters to individuals and families seeking reliable protection and comprehensive financial planning.Explore more
Tri-State Legacy Group's Social MediaPopular SearchesTri-State Legacy GroupState Legacy GroupSIC Code 64,641NAICS Code 52,524Show more

Tri-State Legacy Group Org Chart

PhoneEmail
JS
United States flag for contact location.

Agency Growth Coordinator

PhoneEmail
JL
United States flag for contact location.

Agency Growth Coordinator

PhoneEmail
AV
United States flag for contact location.

Executive Assistant

PhoneEmail

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

Is Tri-State 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 Tri-State Legacy Group

Compare insights from companies similar to Tri-State 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

Tri-State Legacy Group

<$5M
1-10
Private
-
2018
JS
Jenny SantosAgency Growth Coordinator
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
DH
Donna HarlanLicensed Sales & Service Representative
<$5M
1-10
Private
-
1990
Kenneth Statz, President at Statz and Associates
Kenneth StatzPresident
<$5M
1-10
Private
-
2019
GB
George BarzizzaInsurance Agent
<$5M
1-10
Private
<$5M
2013
CC
Ciera CallowayIndependent Health & Life Broker
<$5M
1-10
Private
-
2015
DC
Dessie Clinton-RobinsonLicensed Insurance Agent
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Tri-State Legacy Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Tri-State Legacy Group is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Tri-State Legacy Group.

Tri-State Legacy Group Tech Stack

A closer look at the technologies used by Tri-State Legacy Group

Top Insurance Companies

Frequently Asked Questions Regarding Tri-State Legacy Group

What is Tri-State Legacy Group's official website?
Tri-State Legacy Group's official website is www.tristatelegacygroup.com
What is Tri-State Legacy Group's Revenue?
Tri-State Legacy Group's revenue is <$5 Million
What is Tri-State Legacy Group's SIC code?
Tri-State Legacy Group's SIC: 64,641
What is Tri-State Legacy Group's NAICS code?
Tri-State Legacy Group's NAICS: 52,524
How many employees does Tri-State Legacy Group have?
Tri-State Legacy Group has 1-10 employees
What industry does Tri-State Legacy Group belong to?
Tri-State Legacy Group is in the industry of: Insurance
What is Tri-State Legacy Group competition?
Tri-State Legacy Group top competitors include: J Freeman Insurance, Insure Colorado, Benchmark Insurance and Notary Agency, Riskbusters Insurance
What technology does Tri-State Legacy Group use?
Some of the popular technologies that Tri-State Legacy Group uses are: NS1, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Tri-State Legacy Group?
Tri-State Legacy Group contact info: Phone number: (845) 235-6371 Website: www.tristatelegacygroup.com
What does Tri-State Legacy Group do?

Tri-State Legacy Group is an insurance firm that employs a holistic planning approach developed through six years in the financial services industry. They offer a range of products including life insurance, health insurance, property insurance, Medicare planning, asset protection, retirement and annuity services. Their mission is to prioritize clie... nt needs while helping them reduce risk and enhance their financial strategies. The company caters to individuals and families seeking reliable protection and comprehensive financial planning.Read More

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