Legacy Financial Advisors, Inc.

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 Insurance
Monetary 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 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.
Email
Dee Ware Iarrobino Registered Client Service Associate at Legacy Financial Advisors
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Employees by Management Level

Individual contributor 4 profiles
Associate / junior 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
General 1 1 0

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