Legacy Wealth Management

Legacy Wealth Management

Financial Services, 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States, 11-50 Employees

lwmfl.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 95********

Who is LEGACY WEALTH MANAGEMENT

With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Irelands leading provider of high net worth wealth management servic...

Read More

map

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 524210 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from LEGACY WEALTH MANAGEMENT

Legacy Wealth Management Org Chart and Mapping

Advisor Justin Martin

CEO | Wealth Advisor | Small Family Office Consultant

Employees

Similar Companies to Legacy Wealth Management

CG Advisor Network

  • 1-10 1-10
  • Under 1 Million $ Under 1 Million

CG Financial Services

  • 51-200 51-200
  • 50 Million to 100 Million $ 50 Million to 100 Million

Vanguard

  • 10001+ 10001+
  • 1 Billion and Over $ 1 Billion and Over
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Legacy Wealth Management

Answer: Legacy Wealth Management's headquarters are located at 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States

Answer: Legacy Wealth Management's phone number is 95********

Answer: Legacy Wealth Management's official website is https://lwmfl.com

Answer: Legacy Wealth Management's revenue is $10 Million to $25 Million

Answer: Legacy Wealth Management's SIC: 6282

Answer: Legacy Wealth Management's NAICS: 524210

Answer: Legacy Wealth Management has 11-50 employees

Answer: Legacy Wealth Management is in Financial Services

Answer: Legacy Wealth Management top competitors include: CG Advisor Network , CG Financial Services , Vanguard

Answer: Legacy Wealth Management contact info: Phone number: 95******** Website: https://lwmfl.com

Answer: With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Irelands leading provider of high net worth wealth management services. Legacy provide comprehensive financial planning with an unsurpassed level of personal care to both private individuals, families and businesses seeking to actualise their aspirations. Legacy draws on their empathetic and expert team of trusted advisers and extensive support team, to partner with and proactively anticipate client needs to maximise their success into a trusted strategy for generations to come. Due to increasing demand for tailored, high quality service from its clients across all areas of life and wealth, Legacy has launched and provides two flagship services Legacy Lifetime and Legacy Business. Legacy Lifetime serves high net worth private clients, combining financial planning with investment and risk management to seek more than just a return on investment, but to see an individuals life return a legacy. Backed by Legacys bespoke, revolutionary investment philosophy Legacy Lifetime methodically combines expert financial organisation, investment, accountability, objectivity, proactivity, education, and partnership to deliver lasting success for individuals who want to turn their hard work into a heritage. Legacy Business serves local businesses, entrepreneurs and directors in offering a completely integrated client solution with a full range of corporate financial services covering group risk management, workplace pensions, financial planning and employee engagement. Legacy takes pride in establishing life long relationships with their clients that often span generations of family and business. If youd like to take the first step in turning your life into a legacy, wed love to hear from you. Expect More.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access