Company Overview
- Headquarters
- California CA
- Website
- protectingyourfuture1.com
- Employees
- 5
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is Legacy Financial and Insurance Services
Legacy Financial and Insurance Services is a financial services firm based in California, employing 20 to 49 people. They provide a wide range of services to individuals and families. Legacy Financial & Insurance Services offers comprehensive financial planning, including tax, investment, and estate planning services. Their team of professionals consists of CPAs, financial advisors, insurance agents, and an Estate Planning attorney, all working together to meet clients' diverse financial needs. The company distinguishes itself by offering objective and comprehensive advice, along with ongoing financial management through continual monitoring to adapt to clients' changing circumstances. They believe in a holistic approach to financial planning, aiming to help clients make informed decisions at every stage. Interested parties can learn more about Legacy Financial and Insurance Services by visiting their website at protectingyourfuture1.com.
Legacy Financial and Insurance Services Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | Santa Monica, CA | 2012 | ||
| 10M | 4 | New York, NY | 2015 | |
| 10M | 11 | 2013 | ||
| 10M | 14 | Freiburg, CA | 2010 | |
| 10M | 3 | Saint Paul, MN |