Legacy Wealth Planning

  • Financial Services
  • Overland Park KS
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
5750 W 95th Street Suite 128, Overland Park KS
Website
lwp-kc.com
Phone
(913) 648-****
Employees
5
Founded in
2010
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$1B

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Who is Legacy Wealth Planning

Legacy Wealth Planning, LLC is a Limited Liability Company based in Overland Park, Kansas, with a team of 5 employees. The company specializes in Comprehensive Financial Planning and Investment Management, catering to individuals seeking guidance in all areas of their financial lives. They work with clients to develop personalized strategies aligned with their unique goals and aspirations. Legacy Wealth Planning distinguishes itself through its commitment to comprehensive planning, addressing every facet of a client's financial situation. They strive to empower individuals to make informed decisions and achieve long-term financial well-being. To learn more about Legacy Wealth Planning and their services, visit lwp-kc.com.

Legacy Wealth Planning Industry Tags

Comprehensive Financial Planning
Investment Management
Retirement Planning
Estate Planning
Financial Services
Financial Advisory Services
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Legacy Wealth Planning Tech Stack

HTML
Network Solutions Email
Vercel (view technologies)
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1M 50 Fresno, CA 1983
1M 7
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FAQ

What is the location of Legacy Wealth Planning's headquarters?
The headquarters of Legacy Wealth Planning are situated at 5750 W 95th Street Suite 128, Overland Park KS
What is Legacy Wealth Planning's phone number?
Legacy Wealth Planning's contact number is (913) 648-****.
What is Legacy Wealth Planning's official website?
The official website of Legacy Wealth Planning can be found at lwp-kc.com.
What is Legacy Wealth Planning's current revenue?
As of August 2015, Legacy Wealth Planning's annual revenue reached $1B.
How many employees does Legacy Wealth Planning currently have?
Legacy Wealth Planning employs approximately 5+ people as of August 2015
Which industries is Legacy Wealth Planning primarily operating in?
Legacy Wealth Planning operates in the following industries: Finance, Credit
What are Legacy Wealth Planning's industry tags?
Legacy Wealth Planning's industry tags include: Comprehensive Financial Planning, Investment Management, Retirement Planning
When was Legacy Wealth Planning founded?
Legacy Wealth Planning was founded in 2010.