Legacy Planning Group Employee Directory

Legacy Planning Group corporate office is located in 119 W Virginia St Ste 200-201, Mc Kinney, Texas, 75069, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Finance

3

Marketing

1

Sales

1

Operations

1

Key Employees of Legacy Planning Group

  • MU
    United States flag for contact location.
    Madeleine Unde...

    Manager, Client Services & Events

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Legacy Planning Group Global Presence

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North America1-10

Index of contact profiles from Legacy Planning Group

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Contact Name
Contact Info
Job Title
HQ Location
12

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

Frequently Asked Questions Regarding Legacy Planning Group Employees

How many employees does Legacy Planning Group have?
Legacy Planning Group has 1-10 employees
Who are Legacy Planning Group key employees?
Some of Legacy Planning Group key employees are Madeleine Underwood
Where is Legacy Planning Group located?
Legacy Planning Group’s headquarters are located at 119 W Virginia St Ste 200-201, Mc Kinney, Texas, 75069, United States
How do I contact Legacy Planning Group?
Legacy Planning Group Contact Info: Phone number: (972) 562-5682 Website: www.legacypg.com
What does Legacy Planning Group do?

Legacy Planning Group is a family-owned financial planning practice based in McKinney, Texas, dedicated to helping clients achieve lifelong financial independence and confidence. Since 1998, they have provided personalized financial planning, investment management, retirement, estate, and insurance planning services tailored to individual needs. Th... e firm emphasizes a fiduciary approach, prioritizing clients' financial well-being while also engaging in community service. Their target clients include individuals and small businesses seeking comprehensive financial solutions and guidance.Read More

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

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