Legacy exists to improve lives through creative financial strategies. We are an independent firm that offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients and we are constantly striving to provide them with the tools and strategies they need to not only maximize their financial portfolio but to also impact the lives of those they touch.
View Top Employees from Legacy Investment Planning| Website | http://www.investlegacy.com |
| Revenue | $15 million |
| Employees | 6 (2 on RocketReach) |
| Address | 6700 Tower Circle Suite 310, Franklin, Tennessee 37067, US |
| Phone | (615) 721-7100 |
| Fax | (615) 778-9809 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Anchor Wealth Management LLC, Elliott Guthrie Kendall Wealth Management, JLB Wealth Management Group LLC, McCaskill Financial |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Legacy Investment Planning Questions
The Legacy Investment Planning annual revenue was $15 million in 2024.
2 people are employed at Legacy Investment Planning.
Legacy Investment Planning is based in Franklin, Tennessee.
The NAICS codes for Legacy Investment Planning are [52393, 523, 5239, 52].
The SIC codes for Legacy Investment Planning are [628, 62].
Top Legacy Investment Planning Employees
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