Legacy Retirement Advisors, Inc.
Financial Services
Wooster, Ohio, United States
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Legacy Retirement Advisors, Inc. Overview
- Headquarters
- Wooster, Ohio, United States
- Website
- legacy-retirement.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1991
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Legacy Retirement Advisors, Inc.
Legacy Retirement Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. OUR COMMITMENT We are committed to extend our professional experience with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. OUR PRINCIPLE Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. OUR SERVICES While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: • Tax management • Investment management • Retirement strategies • Estate conservation • Insurance and annuity products We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Legacy Retirement Advisors, Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Legacy Retirement Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Aaron Britz | Registered Investment Adviser - Founder Legacy Retirement Advisors | Mankato, Minnesota, United States |
Email
Phone
|
| Ryan Langstaff | Co-owner, Legacy Retirement Advisors | Paso Robles, California, United States |
Email
|
| Jennifer Langstaff | Certified Financial Planner ™ | Paso Robles, California, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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