Legacy Planning Group, LLC

Legacy Planning Group, LLC

Insurance Keyport, Nj, United States 17 employees
Employees
17
Contacts
4
Emails
4
Phones
2

Legacy Planning Group, LLC Overview

Headquarters
Keyport, Nj, United States
Industry
Insurance
Employees
17
Founded
2010
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About Legacy Planning Group, LLC

Over 75 years of experience in insurance,financial planning and retirement planning. We help provide peace of mind and excellent assistance that leaves our customers satisfied with our services. Legacy Planning Group are the premier brokers of the top carriers, representing the interests of the client at all times. Our staff certifications and associations include GAMA, FINRA, NAIFA, NIPR and MDRT. At Legacy Planning Group, we believe it to be our responsibility to: * Hold our profession in high esteem and strive to enhance its prestige. * Fulfill the needs of our clients to the best of our ability. * Maintain our clients’ confidence. * Render exemplary service to our clients and their beneficiaries. * Adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives.

Legacy Planning Group, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Legacy Planning Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Michael Masalski Financial Services at Legacy Planning
Email Phone
Lindsey Costello Customer Sales Representative
Email
Sheryl Francisco Insurance Broker at Legacy Planning
Email
Sheryl Francisco Broker Life/property and Casualty
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Finance 1 1 1
Executive 1 1 1
Sales 1 1 0
Marketing 1 1 0

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