Legacy Retirement Advisors Inc

  • Financial Services
  • Wooster OH
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
4329 Cleveland Rd, Wooster OH
Website
legacy-retirement.com
Phone
(330) 263-9931
Employees
3
Founded in
1991
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Legacy Retirement Advisors Inc

Legacy Retirement Advisors Inc. is a financial services firm based in Wooster, Ohio. The company is small, with 3 employees. Legacy Retirement Advisors Inc. provides a comprehensive suite of financial products and services to individuals and business owners. These include tax management, investment management, retirement strategies, estate conservation, and insurance and annuity products. The company works with clients to develop customized financial programs tailored to their specific goals and objectives. Legacy Retirement Advisors Inc. distinguishes itself through its commitment to a "hands-on" approach to financial guidance. The company emphasizes education and understanding of a client's current financial situation as the foundation for making sound financial decisions. For more information about Legacy Retirement Advisors Inc. and its services, please contact the company directly.

Company Leadership

Michael Hepner

Owner

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FAQ

What is the location of Legacy Retirement Advisors Inc's headquarters?
The headquarters of Legacy Retirement Advisors Inc are situated at 4329 Cleveland Rd, Wooster OH
What is Legacy Retirement Advisors Inc's phone number?
Legacy Retirement Advisors Inc's contact number is (330) 263-9931.
What is Legacy Retirement Advisors Inc's official website?
The official website of Legacy Retirement Advisors Inc can be found at legacy-retirement.com.
What is Legacy Retirement Advisors Inc's current revenue?
As of February 2019, Legacy Retirement Advisors Inc's annual revenue reached $3B.
How many employees does Legacy Retirement Advisors Inc currently have?
Legacy Retirement Advisors Inc employs approximately 3+ people as of February 2019
Which industries is Legacy Retirement Advisors Inc primarily operating in?
Legacy Retirement Advisors Inc operates in the following industries: Finance, Credit
Who is the Owner of Legacy Retirement Advisors Inc?
Legacy Retirement Advisors Inc's Owner is Michael Hepner
When was Legacy Retirement Advisors Inc founded?
Legacy Retirement Advisors Inc was founded in 1991.

Employee Directory

Key Employees

David Cowan

Owner

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Caleb Davenport

Financial Advisor, Estate and Retirement Planning, CWS®, AIF®

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Aaron Holder

Owner and Principal Advisor

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