The Legacy Wealth Group LLC
Financial-Services
Company Tagline
Building Legacies One Relationship at a Time
Industry Category
Business Keywords
Company Description
The Legacy Wealth Group LLC is a leading financial services provider dedicated to making financial independence attainable through education, comprehensive tools, and steadfast support. With years of experience, The Legacy Wealth Group LLC offers expertise in wealth management, ensuring clients receive objective guidance tailored to their unique situations. The Legacy Wealth Group LLC's commitment extends to fostering open communication and simplifying complex financial concepts, empowering individuals to make informed decisions and cultivate lasting wealth.
Located at 901 Warrenville Rd., Suite 211, Lisle, IL 60532, US, and with additional offices at 401 E Las Olas Blvd, Fort Lauderdale, Florida 33301, US, and 1000 San Joaquin Plaza, Newport Beach, California 92660, US, The Legacy Wealth Group LLC provides a stress-tested, step-by-step roadmap to help clients achieve their financial goals. By aligning incentives with clients' best interests, The Legacy Wealth Group LLC ensures honest, tailored advice, fostering smarter financial decisions.
The Legacy Wealth Group LLC values education over selling, striving to simplify complex ideas and take the fear out of financial management. The Legacy Wealth Group LLC’s objective analysis and guidance stem from its independent structure, free from obligations to specific companies and their standardized products. We invite the management of The Legacy Wealth Group LLC to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
The Legacy Wealth Group LLC est un fournisseur de services financiers de premier plan qui se consacre à rendre l'indépendance financière accessible grâce à l'éducation, à des outils complets et à un soutien indéfectible. Forte de ses années d'expérience, The Legacy Wealth Group LLC offre une expertise en matière de gestion de patrimoine, garantissant à ses clients des conseils objectifs adaptés à leur situation particulière. L'engagement de The Legacy Wealth Group LLC s'étend à la promotion d'une communication ouverte et à la simplification de concepts financiers complexes, permettant aux particuliers de prendre des décisions éclairées et de cultiver une richesse durable.
Situé au 901 Warrenville Rd, Suite 211, Lisle, IL 60532, États-Unis, et avec des bureaux supplémentaires au 401 E Las Olas Blvd, Fort Lauderdale, Floride 33301, États-Unis, et au 1000 San Joaquin Plaza, Newport Beach, Californie 92660, États-Unis, The Legacy Wealth Group LLC fournit une feuille de route étape par étape et testée en conditions de stress pour aider les clients à atteindre leurs objectifs financiers. En alignant les incitations sur les meilleurs intérêts des clients, The Legacy Wealth Group LLC garantit des conseils honnêtes et adaptés, favorisant ainsi des décisions financières plus judicieuses.
The Legacy Wealth Group LLC privilégie l'éducation à la vente, s'efforçant de simplifier les idées complexes et d'éliminer la peur de la gestion financière. L'analyse objective et les conseils de The Legacy Wealth Group LLC découlent de sa structure indépendante, libre de toute obligation envers des entreprises spécifiques et leurs produits standardisés. Nous invitons la direction de The Legacy Wealth Group LLC à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare The Legacy Wealth Group LLC with 3 companies in Financial-Services
| Comparison Field |
The Legacy Wealth Group L...Main Company |
Experior Financial G...View Profile |
Longview Advisors, L...View Profile |
Baird Retirement Man...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2014 | ||
|
Company Size
|
— | 11-50 | 1 employee | 11-50 |
|
City
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Lisle, IL | Guelph, Ontario | Newton, KS | Houston, Texas |
|
Country
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United States | Canada | United States | |
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Skills & Keywords
Comparing with main company
|
11 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Strategies
Estate Planning
Financial Consulting
Insurance
Retirement Strategy
Investments
Education Planning
Financial Stretegy
|
18 Total
1 Common
17 Unique
Match
9%
Common Skills:
Financial Services
Unique Skills:
Annuities
Careers
Consumer Proposals
Critical Illness
Debt Solutions
Financial Planning
+11
|
4 Total
1 Common
3 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
Charitable Planning
Financial Planning
Tax Planning
|
15 Total
15 Unique
Unique Skills:
529 Plans
Annuities
Bonds
Chemical Employee Retirement Management
Company Pension
Company Retirement Plans
+9
|
4
Total Companies2014
Oldest Founded2
Countries43
Unique SkillsSimilar Companies
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Alternative Company Names
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