The Legacy Wealth Group LLC

Financial Services

Specialities :

Investments

Insurance

Financial stretegy

Estate planning

Retirement strategy

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

The Legacy Wealth Group LLC is a multicultural collective of financial professionals committed to providing the education, tools, and support necessary to make financial independence attainable. Our expertise is backed by years of experience working at some of the worlds most prestigious firms, but thats where the similarities end. Unlike the overwhelming majority of wealth management groups, the team weve built truly reflects the diverse demographics we serve. We understand our clients deep-seated aspirations and apprehensions, speak the language theyre most comfortable with (12 languages and counting), and provide a depth of empathy and cross-cultural competency that traditional firms simply cant match. Its a uniquely personal and refreshingly client-centric approach to wealth management. You tell us the financial goals youd like to achieve, and we provide a stress-tested, step-by-step roadmap to help you make them a reality. Our analysis and guidance are always objective the be...

Contact Information

Lisle , Illinois , United States

The Legacy Wealth Group LLC Org Chart

Employees

Total Employees:
18

Top Contacts:
3

C-Level 1	VP - Level-
Director1	Manager1
Others17

Employees Working At The Legacy Wealth Group LLC

Lamar Butler

Senior Vice President

Lindy Fischer

New Business Director

Nicole Olczak

Registered Representative

Jorge Garza

Financial Planner

Marvin Tackie

CEO

The Legacy Wealth Group LLC Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Digital Transformation	Chicago, IL	financial, communication
Mobile Applications	Chicago, IL	financial, communication
Project Management	Chicago, IL	financial, communication
Support	Chicago, IL	financial, communication

Trigger

Tech Stack Used By The Legacy Wealth Group LLC

A quick view of products employed by The Legacy Wealth Group LLC

Google analytics

Surveys

360

Amazon connect

List of technologies used by The Legacy Wealth Group LLC

Client service

Financial

Compliance

Customer service

Languages Used By The Legacy Wealth Group LLC

Jobs at The Legacy Wealth Group LLC

Hiring 2025-01-03 04:58:26

Financial Advisor

Chicago, IL

Company Description The Legacy Wealth Group LLC is a financial advisory firm located in Chicago, ...

Frequently Asked Questions About The Legacy Wealth Group LLC

What does The legacy wealth group llc do?+

What are The legacy wealth group llc's specialties? +

Investments,insurance,financial stretegy,estate planning,retirement strategy,and education planning

What is The legacy wealth group llc's industry? +

The legacy wealth group llc operates in the Financial services industry.

What is The legacy wealth group llc's revenue? +

The legacy wealth group llc's revenue is 11m - 100m

What is The legacy wealth group llc's company size? +

The legacy wealth group llc has 11 - 50 employees.

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