Legacy Wealth Management, Inc. (Memphis, TN)
Investment-Management
Website
Industry Category
Business Keywords
Company Description
Legacy Wealth Management, Inc. has been providing expert financial planning and portfolio management services since 1982. As an independent registered investment advisory firm, Legacy Wealth Management, Inc. leverages experience and knowledge to deliver customized solutions tailored to each client's unique financial and life goals.
Located at 1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120, US, Legacy Wealth Management, Inc. is an employee-owned firm, ensuring that its interests are fully aligned with those of its clients. With a strong foundation built over decades, Legacy Wealth Management, Inc. manages over $1 billion in assets for a diverse clientele across 34 states, consistently maintaining a high client retention ratio.
Legacy Wealth Management, Inc. specializes in comprehensive financial planning and portfolio management, helping clients achieve financial security through strategic and personalized approaches. The team at Legacy Wealth Management, Inc. is dedicated to providing unparalleled service and expertise. We invite the management team at Legacy Wealth Management, Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Legacy Wealth Management, Inc. fournit des services experts de planification financière et de gestion de portefeuille depuis 1982. En tant que cabinet de conseil en investissement indépendant et agréé, Legacy Wealth Management, Inc. met à profit son expérience et ses connaissances pour fournir des solutions personnalisées, adaptées aux objectifs financiers et de vie uniques de chaque client.
Situé au 1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120, US, Legacy Wealth Management, Inc. est une entreprise détenue par ses employés, ce qui garantit que ses intérêts sont pleinement alignés sur ceux de ses clients. Forte d'une base solide construite au fil des décennies, Legacy Wealth Management, Inc. gère plus d'un milliard de dollars d'actifs pour une clientèle diversifiée répartie dans 34 États, tout en maintenant constamment un taux élevé de fidélisation de la clientèle.
Legacy Wealth Management, Inc. est spécialisée dans la planification financière complète et la gestion de portefeuille, aidant les clients à atteindre la sécurité financière grâce à des approches stratégiques et personnalisées. L'équipe de Legacy Wealth Management, Inc. se consacre à fournir un service et une expertise inégalés. Nous invitons l'équipe de direction de Legacy Wealth Management, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Legacy Wealth Management, Inc. (Memphis, TN) with 3 companies in Investment-Management
| Comparison Field |
Legacy Wealth Management,...Main Company |
AXYSView Profile |
Judson GroupView Profile |
Whitebox - Ihre digi...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1992 | 2002 | 2014 |
|
Company Size
|
— | 51-200 | 11-50 | 11-50 |
|
City
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Memphis, TN | Port Louis, Caudan | Grand Rapids, Michigan | Freiburg im Breisgau, BW |
|
Country
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United States | Mauritius | United States | |
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Wealth Management
Financial Planning
Portfolio Management
Investment Advisory
Retirement Planning
Asset Allocation
Financial Security
Comprehensive Financial Planning
|
8 Total
8 Unique
Unique Skills:
Advisory Services
Asset Management
Brokerage
Investment Funds
Multi-Asset Class Investment
Stockbroking
+2
|
5 Total
5 Unique
Unique Skills:
Bank Operations
Commercial Banking
Credit Administration
Retail Banking
Trust
|
18 Total
18 Unique
Unique Skills:
Alternative Altersvorsorge
Altersvorsorge
Asset Management
Bafin
Betriebsvermögen
Digitale Vermögensverwaltung
+12
|
4
Total Companies1992
Oldest Founded2
Countries38
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Alternative Company Names
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