Industry Category
Business Keywords
Company Description
Legacy Wealth Management Inc. is a premier financial services company dedicated to providing innovative retirement and estate planning solutions. Located in Manassas, VA, at 10432 Balls Ford Road, Suite 300, Legacy Wealth Management Inc. is committed to offering comprehensive financial strategies designed to bring clarity and improve the quality of life for families and businesses alike.
With a focus on full-service financial support, Legacy Wealth Management Inc. specializes in income planning, estate planning, and insurance solutions. The firm’s approach is tailored to meet the unique needs of each client, ensuring personalized strategies that foster financial well-being and security. Legacy Wealth Management Inc. strives to empower clients to achieve their financial goals through meticulous planning and expert guidance.
Legacy Wealth Management Inc. is a trusted partner for those nearing or already enjoying retirement. As a leading provider of financial services, Legacy Wealth Management Inc. is dedicated to building lasting relationships and delivering exceptional value. We invite the manager of Legacy Wealth Management Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Key Personnel / Employees
Compare Companies Side by Side
Compare Legacy Wealth Management Inc. with 3 companies in Financial-Services
| Comparison Field |
Legacy Wealth Management...Main Company |
Beem Credit UnionView Profile |
Strittmatter Wealth...View Profile |
DREAMWEALTH Financia...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2024 | 2007 | 2016 |
|
Company Size
|
— | 1,001-5,000 | 2-10 | 2-10 |
|
City
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Manassas, VA | Kelowna, British Columbia | Fort Worth, Texas | Melbourne, Victoria |
|
Country
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Canada | United States | Australia | |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Retirement Planning
Estate Planning
Financial Services
Income Planning
Insurance Solutions
Wealth Management
Financial Strategy
Income planning
financial strategy
estate planning
insurance
full service
retirement planning
|
7 Total
7 Unique
Unique Skills:
business banking
community investment
credit union
financial advice
investing
personal banking
+1
|
10 Total
10 Unique
Unique Skills:
business planning
College Savings
educational courses
financial planning
investment management
life insurance
+4
|
5 Total
5 Unique
Unique Skills:
cash flow
debt management
investment property
superannuation
wealth protection
|
4
Total Companies2007
Oldest Founded3
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
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