Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm.
Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families.
Securities offered through LPL Financial, Member SIPC sipc.org.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
Company Details
- Employees
- 11
- Founded
- -
- Address
- 10599 Double R Blvd, Reno,nevada 89521,united States
- Phone
- +1 775 850 2500
- we****@****eno.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lwpreno.com
- Keywords
- finance, retirement planning, 401k, financial advisor, financial planning, estate planning, investment management, wealth preservation.
- HQ
- Reno, Nevada
Legacy Wealth Planning Questions
Legacy Wealth Planning's helpline number is +1 775 850 2500
Legacy Wealth Planning's website is lwpreno.com
Legacy Wealth Planning's LinkedIn profile is https://www.linkedin.com/company/legacy-wealth-planning
Legacy Wealth Planning has
11 employees.
View email and phone details for 11
employees at Legacy Wealth Planning.
Legacy Wealth Planning's industry is
Financial Services
Legacy Wealth Planning's top competitors are
Gw Financial, Inc.,
40 Day Wealth,
Double Diamond Investment Group Llc,
Armor Wealth Strategies,
Nevada Family Wealth,
Estate Planning Team,
Financial Strategies Group,
Mountain View Montessori School,
Indian Family Offices,
The Wellspring Group.
Legacy Wealth Planning's support email address is wendy.hammond@lwpreno.com
Legacy Wealth Planning's categories are Financial Services
Legacy Wealth Planning's founding year is 2006
