The Legacy Companies, LLC
www.think-legacy.comThe Legacy Companies helps financial advisors grow their businesses. For nearly three decades Legacy had been the leading organization for advisors wanting to enhance their end-to-end client experience through a qualitative discovery-based approach and be highly profitable. Legacy brings significant industry experiences coupled with the necessary training, tools, and best practices that help advisors grow. If you would like to learn more about how Legacy helps financial advisors or our enterprise services get in touch by visiting our website at www.think-legacy.com or give us a call at 1-888-649-4591.
Read moreThe Legacy Companies helps financial advisors grow their businesses. For nearly three decades Legacy had been the leading organization for advisors wanting to enhance their end-to-end client experience through a qualitative discovery-based approach and be highly profitable. Legacy brings significant industry experiences coupled with the necessary training, tools, and best practices that help advisors grow. If you would like to learn more about how Legacy helps financial advisors or our enterprise services get in touch by visiting our website at www.think-legacy.com or give us a call at 1-888-649-4591.
Read moreCountry
State
Massachusetts
Employees
11-50
Founded
1996
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Co - Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Chief Financial Officer
Email ****** @****.comPhone (***) ****-****Client Experience Manager
Email ****** @****.comPhone (***) ****-****National Sales Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(51)