The Legacy Foundation
Financial Services, 1415 Rolkin Ct, Charlottesville, Virginia, 22911, United States, 1-10 Employees
Phone Number: 43********
Who is THE LEGACY FOUNDATION
The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees,...
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Headquarters: 1415 Rolkin Ct, Charlottesville, Virginia, 22911, United States
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Employees: 1-10
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Revenue: $5 Million to $10 Million
Industry: Financial Services
SIC Code: 6531
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding The Legacy Foundation
Answer: The Legacy Foundation's headquarters are located at 1415 Rolkin Ct, Charlottesville, Virginia, 22911, United States
Answer: The Legacy Foundation's phone number is 43********
Answer: The Legacy Foundation's official website is https://yourlegacyfoundation.com
Answer: The Legacy Foundation's revenue is $5 Million to $10 Million
Answer: The Legacy Foundation's SIC: 6531
Answer: The Legacy Foundation's NAICS: 523930
Answer: The Legacy Foundation has 1-10 employees
Answer: The Legacy Foundation is in Financial Services
Answer: The Legacy Foundation contact info: Phone number: 43******** Website: https://yourlegacyfoundation.com
Answer: The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our comprehensive financial counseling includes: Assessing our clients current financial positions and identifying any deficits that may impede attainment of their financial goals. Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways. Assembling financial strategies using the most tax favored programs and products that address short and long-term financial goals. Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, MBA, Securities Registrations with LPL Financial series 6, 63, 7, 24. In addition, we are health and life insurance licensed.
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