Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners our passion is helping our clients take the financial path to the life they want.
We offer independent advice and financial solutions to individuals, families and businesses in the areas of: Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, & Retirement Plan Services.
Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities
The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.
Review our Terms of Use: http://www.commonwealth.com/termsofuse.html
Legacy Planning is located at 110 Gibraltar Rd, Suite 227 Horsham, PA 19044
Company Details
- Employees
- 40
- Founded
- -
- Address
- 110 Gibralter Drive, Suite 227,united States
- Phone
- (610) 719-8600
- kd****@****ine.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacy-online.com
- Keywords
- Financial Planning, Business Exit Planning, Investment Management, Risk Management and Protection Planning, Debt Management and Cash Flow Planning, Estate and Tax Planning, Retirement Plan Services.
- HQ
- Horsham, PA
Legacy Planning Partners Questions
Legacy Planning Partners's helpline number is (610) 719-8600
Legacy Planning Partners's website is legacy-online.com
Legacy Planning Partners's LinkedIn profile is https://www.linkedin.com/company/legacy-planning-partners
Legacy Planning Partners has
40 employees.
View email and phone details for 40
employees at Legacy Planning Partners.
Legacy Planning Partners's industry is
Financial Services
Legacy Planning Partners's top competitors are
Pietro’s Prime,
Bonnsu Llc,
Rkl Llp,
Legacy Planning,
Sei,
High Point Financial,
Vanguard,
Hub International,
Veery Capital,
The High Center.
Legacy Planning Partners's support email address is kdonohue@legacy-online.com
Legacy Planning Partners's categories are Financial Services
Legacy Planning Partners's founding year is 1999
