Legacy is a boutique financial planning and wealth management firm for the busy professional, medical community and affluent clients. Legacy's unique offering allows for flexible planning and a depth of knowledge, wisdom and resources in traditional as well as non-traditional wealth creation strategies such as real estate ownership, business startups, acquisitions and sales. If you have dreams and aspirations, but don't know how to get them off the ground, if you'd prefer for someone to coordinate your finances and wealth management as a personal CFO, Legacy is the place for you!
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2498 Perry Crossing Way,
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- legacypractice.com
- Keywords
- dental practice management, financial planning, wealth advisory, life coach, business startup, business transitions.
- HQ
- Plainfield, IN
- Competitors
- Huntington National Bank.
Legacy Practice Questions
Legacy Practice's website is legacypractice.com
Legacy Practice's LinkedIn profile is https://www.linkedin.com/company/legacypractice
Legacy Practice has
3 employees.
View email and phone details for 3
employees at Legacy Practice.
Legacy Practice's industry is
Business Consulting and Services
Legacy Practice's top competitors are
Huntington National Bank.
Legacy Practice's categories are Business Consulting and Services
Legacy Practice's founding year is 2009
