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
- Website
- legacyplanningnj.com
- Industry
- Insurance
- Employees
- 17
- Founded
- 2010
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, 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 | Location | Contact |
|---|---|---|---|
| Michael Masalski | Financial Services at Legacy Planning | Toms River, New Jersey, United States |
Email
Phone
|
| Lindsey Costello | Customer Sales Representative | Keyport, New Jersey, United States |
Email
|
| Sheryl Francisco | Insurance Broker at Legacy Planning | Keyport, New Jersey, United States |
Email
|
| Sheryl Francisco | Broker Life/property and Casualty | Keyport, New Jersey, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Finance | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |