Company

Dynamic Legacy Planning

Investment Management Greenfield, Indiana, United States 5 employees ABOVE

Employees: 5
Contacts: 2
Emails: 2

www.dynamiclegacyplans.com LinkedIn

Dynamic Legacy Planning Overview

Headquarters: Greenfield, Indiana, United States
Website: www.dynamiclegacyplans.com
Industry: Investment Management
Employees: 5
Founded: 2021
Stock Symbol: ABOVE
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Retirement Planning Investment Planning Taxes Certified Private Wealth Advisor Estate Planning

About Dynamic Legacy Planning

We are a firm dedicated to providing personal service to our clients. We provide Wealth Management direction, Investment planning and Estate Planning with the intentional focus on exceeding our clients' expectations. We strive to make it easy to navigate your financial future by providing hands-on attention to the needs of you and your family. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Dynamic Legacy Planning Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Dynamic Legacy Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Dan Tutrow	Director of Client Services at Dynamic		View
Dan Tutrow	Director of Client Services at Dynamic	Indianapolis, Indiana, United States	Email
Lds Marketing	Digital Marketing Agency at Legacy	Los Angeles Metropolitan Area, United States	View
Alex Anderson	Marketing Operations - Marketing	Dallas, Texas, United States	Email

Employees by Management Level

Director 2 profiles

Individual contributor 2 profiles

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