Legacy Financial Advisors, Inc.
Financial Services
1500 W Park Dr
12 employees
- Employees
- 12
- Contacts
- 1
- Emails
- 1
Legacy Financial Advisors, Inc. Overview
- Headquarters
- 1500 W Park Dr
- Phone Number
- Available in AeroLeads
- Website
- lfsadvisors.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1987
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Legacy Financial Advisors, Inc.
We at Legacy Financial Advisors, Inc. desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them, so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Securities and investment advisory services offered through SagePoint Financial Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Legacy Financial Advisors, Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Legacy Financial Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Paul J Mauro | Founder/chairman of Legacy Financial Advisors, Llc. 50+ Years Helping Thousands Plan for Retirement. Founder of Smart Financial Media Llc. Guiding |
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|
|
| Larry Mchugh, Ricp® | Registered Investment Advisor at Legacy Financial Advisors, Inc. | Wakefield, Rhode Island, United States |
Email
|
| Dee Ware Iarrobino | Registered Client Service Associate at Legacy Financial Advisors |
View
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| General | 1 | 1 | 0 |
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