Legacy Financial Employee Directory

Legacy Financial corporate office is located in 1393 Meridian Dr Ste 2, Woodburn, Oregon, 97071, United States and has 1-10 employees.

Legacy Financial Global Presence

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North America1-10

Key Employees of Legacy Financial

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    Gregory Giles

    Vice President and Financial Advisor

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Index of contact profiles from Legacy Financial

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Contact Name
Contact Info
Job Title
HQ Location
12

People from Similar Companies in the Finance Industry Located in Oregon, United States

Frequently Asked Questions Regarding Legacy Financial Employees

How many employees does Legacy Financial have?
Legacy Financial has 1-10 employees
Who are Legacy Financial key employees?
Some of Legacy Financial key employees are Gregory Giles
Where is Legacy Financial located?
Legacy Financial’s headquarters are located at 1393 Meridian Dr Ste 2, Woodburn, Oregon, 97071, United States
How do I contact Legacy Financial?
Legacy Financial Contact Info: Phone number: (503) 982-7040 Website: www.woodburnwealth.com
What does Legacy Financial do?

Legacy Financial is a full-service investment services firm based in Woodburn, Oregon, with over 40 years of experience in helping clients prepare for retirement and achieve their financial goals. They offer personalized financial strategies tailored to high net worth individuals, generational families, and those in trades and agriculture, focusing... on wealth preservation, tax-efficient planning, and multi-generational wealth transfer. Their comprehensive services include retirement and income planning, portfolio management, and goal-based financial planning, all designed to simplify the investment process. The firm prides itself on providing ongoing guidance and support to clients at every stage of life.Read More

Is Legacy Financial a public company?
Legacy Financial is private company therefore does not currently have an official ticker symbol
See more information about Legacy Financial Employees

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