Wise Insurance Solutions
Insurance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
127 E Patrick St, Frederick, Maryland, 2...Phone Number
(301) 624-1717Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
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2
1
About Wise Insurance Solutions
Legacy Financial Associates offers a range of financial services including personalized life insurance case design, business succession planning, and wealth transfer strategies. They cater to individuals and businesses seeking to manage their financial future through insurance products, tax-efficient asset transfers, and business continuity strategies. The firm also provides educational workshops and seminars for local professionals, enhancing their expertise in various financial specialties. Their goal is to assist clients in creating a legacy for future generations while ensuring financial security.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Wise Insurance Solutions
<$5M
1-10
Private
-
2012
N/A
Company Profile Activity
Activity Insights
Wise Insurance Solutions is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Wise Insurance Solutions is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Wise Insurance Solutions.
Wise Insurance Solutions Tech Stack
A closer look at the technologies used by Wise Insurance Solutions
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Legacy Financial Associates offers a range of financial services including personalized life insurance case design, business succession planning, and wealth transfer strategies. They cater to individuals and businesses seeking to manage their financial future through insurance products, tax-efficient asset transfers, and business continuity strateg... Read More
