Legacy Financial Associates

www.legacyfa.com

For 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

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Reach decision makers at Legacy Financial Associates

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For 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

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Country

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State

Maryland

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City (Headquarters)

Frederick

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Employees

11-50

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Financial Planner and Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing / Client Services

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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