Legacy Financial Associates
www.legacyfa.comFor more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis. From investing and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs
Read moreFor more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis. From investing and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs
Read moreCountry
State
Maryland
City (Headquarters)
Frederick
Industry
Employees
11-50
Founded
2000
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Financial Planner and Owner
Email ****** @****.comPhone (***) ****-****Wealth Manager
Email ****** @****.comPhone (***) ****-****Marketing / Client Services
Email ****** @****.comPhone (***) ****-****Financial Planner
Email ****** @****.comPhone (***) ****-****
Technologies
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