Val Ortega
Director of Retirement Plan Consulting & Wealth Advisor Associate at Legacy Wealth Management
Email:
v****@lwmfl.com
Phone Number: (***)-***-****
After 15 years of working with Retirement Plan Recordkeeping Platforms where I acted as a consultative partner helping advisors and brokers, I have decided it’s time start my own consulti...
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LEGACY WEALTH MANAGEMENT
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Headquarters: 1250 S Pne Is Rd Ste 350, Belfast, Florida, 33324, United States
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Industry Financial Services
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Website lwmfl.com
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HQ Phone 95********
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Description
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. ...Read More
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Employees 11-50
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Revenue 10 Million to 25 Million
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Frequently Asked Questions Regarding Val Ortega
Answer: Val Ortega works for Legacy Wealth Management as Director of Retirement Plan Consulting & Wealth Advisor Associate
Answer: Val Ortega’s role in Legacy Wealth Management is Director of Retirement Plan Consulting & Wealth Advisor Associate
Answer: Val Ortega's email address is v***@gmail.com
Answer: Val Ortega's business email address is v****@lwmfl.com
Answer: Val Ortega’s direct phone number is (***)-***-****
Answer: Val Ortega works in the industry of: Financial Services
Answer: Val Ortega is the current Director of Retirement Plan Consulting & Wealth Advisor Associate at Legacy Wealth Management.... Read More
Answer: Val Ortega works Legacy Wealth Management located at 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States
Answer: Legacy Wealth Management's Director of Retirement Plan Consulting & Wealth Advisor Associate is Val Ortega
Answer: Val Ortega contact details:
- Phone number : (***)-***-****
- Email : v****@lwmfl.com
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