Company Tagline
Power of Collaboration
Industry Category
Business Keywords
Company Description
Legacy Planning Partners is a leading financial services firm dedicated to providing comprehensive and objective financial advice to individuals and businesses. Located at 110 Gibralter Drive, Suite 227, Horsham, PA 19044, US, Legacy Planning Partners empowers clients to shape their financial destinies through strategic planning and risk management. With a commitment to helping clients achieve their desired life through sound financial practices, Legacy Planning Partners offers a wide array of services, including financial planning, business exit planning, investment management, risk management and protection planning, debt management and cash flow planning, estate and tax planning, and retirement plan services. Legacy Planning Partners also has offices at 2440 Hamilton Blvd., Allentown, PA 18103, US, and 228 West Gay Street, West Chester, PA 19380, US.
At Legacy Planning Partners, the focus is on delivering independent advice and tailored financial solutions. The firm's expertise spans various critical areas, ensuring that clients receive well-rounded support to navigate the complexities of the financial landscape. Legacy Planning Partners stands as a trusted partner, guiding clients toward financial security and success.
Legacy Planning Partners is continuously enhancing its services and welcomes the opportunity to showcase its unique offerings. We invite the manager of Legacy Planning Partners to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.
Key Personnel / Employees
Compare Companies Side by Side
Compare Legacy Planning Partners with 3 companies in Financial-Services
| Comparison Field |
Legacy Planning PartnersMain Company |
HBKS Wealth AdvisorsView Profile |
Turning Point Financ...View Profile |
Three Oaks WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2001 | 1994 | 2014 |
|
Company Size
|
— | 51-200 | 11-50 | 2-10 |
|
City
|
Horsham, PA | Erie, Pennsylvania | Frederick, Maryland | |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Exit Planning
Financial Services
Risk Management & Protection Planning
Debt Management & Cash Flow Planning
Estate & Tax Planning
Retirement Plan Services
|
6 Total
1 Common
5 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
Business Succession Planning
Insurance Services
Tax-Wise Investing
Wealth Management
Wealth Transfer
|
3 Total
3 Unique
Unique Skills:
Financial Guidance
Insurance & Risk Management
Retirement Planning & Income Management
|
3 Total
1 Common
2 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
Portfolio Management
Wealth Management
|
4
Total Companies1994
Oldest Founded1
Countries20
Unique SkillsSimilar Companies
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Alternative Company Names
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