Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners our passion is helping our clients take the financial path to the life they want. We offer independent advice and financial solutions to individuals, families and businesses in the areas of: Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, & Retirement Plan Services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 600 W Germantown Pike Ste 261 Plymouth Meeting, PA 19462, (484) 534-2654. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, FL, GA, ID, IL, KY, LA, ME, MD, MA, MS, NJ, NM, NY, NC, OH, PA, RI, SC, SD, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
View Top Employees from Legacy Planning PartnersWebsite | http://www.legacy-online.com |
Revenue | $12 million |
Funding | $150000 |
Employees | 54 (54 on RocketReach) |
Founded | 1999 |
Address | 600 West Germantown Pike Suite 261, Plymouth Meeting, Pennsylvania 19462, US |
Phone | (484) 765-9100 |
Fax | (484) 930-0495 |
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Industry | Financial Services, Finance General, Crowdfunding, Finance, Insurance |
Web Rank | 19 Million |
Keywords | Legacy Planning Partners |
Competitors | Ambassador Advisors, LLC, Doyle Salewski Inc., Frizzell Financial Services Ltd., TISCO Financial Planning Limited, Tax & Financial Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Legacy Planning Partners employee's phone or email?
The Legacy Planning Partners annual revenue was $12 million in 2024.
Kevin Donohue is the Partner of Legacy Planning Partners.
54 people are employed at Legacy Planning Partners.
Legacy Planning Partners is based in Plymouth Meeting, Pennsylvania.
The NAICS codes for Legacy Planning Partners are [52, 52393, 523, 5239].
The SIC codes for Legacy Planning Partners are [628, 62].