Legacy Wealth Management Group

  • Financial Services
  • Lynchburg VA
  • 11 employees
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Company Overview

Headquarters
1971 English Tavern Rd, Lynchburg VA
Website
lynchburglegacy.com
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Legacy Wealth Management Group

Legacy Wealth Management Group, Inc. is an investment advisory firm headquartered in Lynchburg, Virginia. The company is a small business with 11 employees. Legacy Wealth Management Group focuses on providing personalized financial services to families. Their team is dedicated to building genuine client relationships based on face-to-face interactions and a deep understanding of their clients' financial goals and needs. Legacy Wealth Management Group distinguishes itself through its commitment to traditional, personalized service in an industry increasingly driven by technology and automation. They prioritize building lasting relationships with clients based on trust and transparency. For more information about Legacy Wealth Management Group's services, visit their website at lynchburglegacy.com or access their full brochure at adviserinfo.sec.gov/firm/brochure/322235.

Legacy Wealth Management Group Industry Tags

Financial Services
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FAQ

What is the location of Legacy Wealth Management Group's headquarters?
The headquarters of Legacy Wealth Management Group are situated at 1971 English Tavern Rd, Lynchburg VA
What is Legacy Wealth Management Group's official website?
The official website of Legacy Wealth Management Group can be found at lynchburglegacy.com.
What is Legacy Wealth Management Group's current revenue?
As of November 2023, Legacy Wealth Management Group's annual revenue reached $3B.
How many employees does Legacy Wealth Management Group currently have?
Legacy Wealth Management Group employs approximately 11+ people as of November 2023
Which industries is Legacy Wealth Management Group primarily operating in?
Legacy Wealth Management Group operates in the following industries: Credit, Finance
What are Legacy Wealth Management Group's industry tags?
Legacy Wealth Management Group's industry tags include: Financial Services

Employee Directory

Key Employees

Tanner Odle

Chief Operating Officer

Phone Email

David Krauklis

Operations Assistant

Phone Email

Tumi Mthethwa

Marketing Strategist

Phone Email