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Legacy Planning Partners

Financial Services

Specialities :
Financial planning
Business exit planning
Investment management
Risk management and protection planning
Debt management and cash flow planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Legacy Planning Partners

What does Legacy planning partners do?+

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...

What are Legacy planning partners's specialties? +

Financial planning,business exit planning,investment management,risk management and protection planning,debt management and cash flow planning,estate and tax planning,and retirement plan services

What is Legacy planning partners's industry? +

Legacy planning partners operates in the Financial services industry.

What is Legacy planning partners's revenue? +

Legacy planning partners's revenue is 11m - 100m

What is Legacy planning partners's company size? +

Legacy planning partners has 11 - 50 employees.

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