Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets unlike the typical advisor's “one size fits all” management approach.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 911 First Colonial Rd.,
- Phone
- +1 757-549-9681
- jo****@****lan.net
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyplan.net
- Keywords
- Diversified Asset Planning, Retirement Planning, Estate Planning, Investment Management, Life Insurance, Health Insurance.
- HQ
- Virginia Beach, VA
- Competitors
Legacy Planning Alliance, Inc. Questions
Legacy Planning Alliance, Inc.'s helpline number is +1 757-549-9681
Legacy Planning Alliance, Inc.'s website is legacyplan.net
Legacy Planning Alliance, Inc.'s LinkedIn profile is https://www.linkedin.com/company/legacy-planning-alliance
Legacy Planning Alliance, Inc. has
6 employees.
View email and phone details for 6
employees at Legacy Planning Alliance, Inc..
Legacy Planning Alliance, Inc.'s industry is
Financial Services
Legacy Planning Alliance, Inc.'s support email address is joe@legacyplan.net
Legacy Planning Alliance, Inc.'s categories are Financial Services
Legacy Planning Alliance, Inc.'s founding year is 1989
