Legacy is a boutique financial planning and wealth management firm for the busy professional, medical community and affluent clients. Legacy's unique offering allows for flexible planning and a depth of knowledge, wisdom and resources in traditional as well as non-traditional wealth creation strategies such as real estate ownership, business startups, acquisitions and sales. If you have dreams and aspirations, but don't know how to get them off the ground, if you'd prefer for someone to coordinate your finances and wealth management as a personal CFO, Legacy is the place for you!
View Top Employees from Legacy Practice| Website | http://www.legacypractice.com |
| Revenue | $1 million |
| Employees | 2 (1 on RocketReach) |
| Founded | 2009 |
| Address | 2498 Perry Crossing Way Suite 210, Plainfield, Indiana 46168, US |
| Phone | (317) 456-5444 |
| Technologies |
JavaScript,
HTML,
PHP
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| Industry | Business Consulting and Services, Business Services General, Business Services |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 54 Companies, NAICS Code 54161 Companies, NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 5416 Companies |
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Legacy Practice Questions
The Legacy Practice annual revenue was $1 million in 2024.
1 people are employed at Legacy Practice.
Legacy Practice is based in Plainfield, Indiana.
The NAICS codes for Legacy Practice are [54, 54161, 541611, 541, 5416].
The SIC codes for Legacy Practice are [87, 874].
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