Company

Legacy Wealth Planner, LLC

Financial Services Plano, Texas, United States 4 employees

Employees: 4
Contacts: 1
Emails: 1

www.legacywealthplanner.com LinkedIn

Legacy Wealth Planner, LLC Overview

Headquarters: Plano, Texas, United States
Website: www.legacywealthplanner.com
Industry: Financial Services
Employees: 4
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Plano

About Legacy Wealth Planner, LLC

Legacy Wealth Planner creates customized financial plans for each and every client. Our business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals. Securities offered through Saxony Securities, Inc, member FINRA, SIPC, Past performance is not indicative of future results. Speak to your tax professional prior to investing. All investing involves risk of loss of some or all principal invested. Click here for Saxony Securities’ Form CRS.

Legacy Wealth Planner, LLC Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Legacy Wealth Planner, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Pavan Rai	Account Manager	India	View
Romila Roshan	Associate Manager - Client Relations	Irving, Texas, United States	View
Supriya Pai	President & CEO of Legacy Wealth	Dallas-fort Worth Metroplex, United States	View
Khushbu Trivedi	Operations Specialist and CRM	Plano, Texas, United States	Email