Legacy Wealth Partners

  • Financial Services
  • Tampa FL
  • 1 employee
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Company Overview

Headquarters
4830 W Kennedy Boulevard., Suite 800, Tampa FL
Website
legacywp.com.au
Phone
(613) 901-7275
Employees
1
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 523920 Companies
NAICS Code 52392 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$3B

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Who is Legacy Wealth Partners

Legacy Wealth Partners is a company based in Tampa, Florida, operating as a financial services provider. The company is small, with a staff of 1 employee. Legacy Wealth Partners offers a range of financial products and services designed to help individuals and businesses achieve their financial goals. They specialize in protection and financial products, as well as personal and business solutions. Their client base spans across Central Florida and nationwide, serving families, individuals, professionals, and business owners. The company distinguishes itself by providing personalized guidance and expertise to help clients make informed financial decisions. They focus on coordinating and centralizing clients' financial world, organizing their finances for clarity, and delivering accurate, up-to-date information and recommendations. For more information about Legacy Wealth Partners and their services, please visit their website at legacywp.com.au or review their licensing disclosures at www.thelegacywealthpartners.com/licensing.

Company Leadership

Chris Cuccia

Managing Partner

Phone Email
Frank Zito

Executive Vice President

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Legacy Wealth Partners Industry Tags

Insurance
Retirement
Investments
Financial Services
Financial Advisory Services
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Legacy Wealth Partners Tech Stack

Microsoft Outlook
Microsoft Exchange Online (view technologies)
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FAQ

What is the location of Legacy Wealth Partners's headquarters?
The headquarters of Legacy Wealth Partners are situated at 4830 W Kennedy Boulevard., Suite 800, Tampa FL
What is Legacy Wealth Partners's phone number?
Legacy Wealth Partners's contact number is (613) 901-7275.
What is Legacy Wealth Partners's official website?
The official website of Legacy Wealth Partners can be found at legacywp.com.au.
What is Legacy Wealth Partners's current revenue?
As of September 2022, Legacy Wealth Partners's annual revenue reached $3B.
How many employees does Legacy Wealth Partners currently have?
Legacy Wealth Partners employs 1 person as of September 2022
Which industries is Legacy Wealth Partners primarily operating in?
Legacy Wealth Partners operates in the following industries: Credit, Finance
Who is the Managing Partner of Legacy Wealth Partners?
Legacy Wealth Partners's Managing Partner is Chris Cuccia
What are Legacy Wealth Partners's industry tags?
Legacy Wealth Partners's industry tags include: Insurance, Retirement, Investments

Employee Directory

Key Employees

Michael Levin

President & CEO

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Allan Zucker

Financial Advisor

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Rick Levin

Senior Vice President

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Elizabeth Mullins

Marketing Director

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