Legacy Wealth Management (Mount Pleasant, Sc)

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Description

  • Legacy Wealth Management was founded with the goal of assisting our clients in their financial lives. We believe we've assembled the most comprehensive and personal service available, as we strive to earn a reputation for excellence in our industry. For each of our clients we seek to help create financial stability so they may pursue financial independence. We pledge our knowledge, our resources and our dedication to integrity in all we do. Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your goals. As your Financial Professionals, we strive to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to pursue your objectives. As a client of Legacy Wealth Management and Maryland Financial Group, Inc. our goal is to provide: -Independent, sound advice -Portfolio strategy customized for your situation -Disciplined, systematic process -Regular communications -Proactive partnership
  • location

    Headquarters:210 Wingo Way Suite 300, Mount Pleasant, South Carolina, United States

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  • Legacy Wealth Management (Mount Pleasant, Sc) phone

    Phone Number: +1 843-416-1118

  • Legacy Wealth Management (Mount Pleasant, Sc) website

    Website: https://www.legacywm.com

  • Legacy Wealth Management (Mount Pleasant, Sc) employees

    Employees:1

  • Legacy Wealth Management (Mount Pleasant, Sc) revenue

    Revenue:$1 - 10M

  • Legacy Wealth Management (Mount Pleasant, Sc) legal name

    Legal Name:Legacy Wealth Management (Mount Pleasant, Sc)

  • Legacy Wealth Management (Mount Pleasant, Sc)'s Social Media

    Legacy Wealth Management (Mount Pleasant, Sc) linkedin
  • done Is this data correct?
  • |  NAICS Code: 524126  |

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Person level website identification

Vice President- Investment Specialist for Legacy Wealth Management (Mount Pleasant, Sc)

David Mandell

Vice President- Investment Specialist

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David Mandell

Vice President- Investment Specialist

Frequently Asked Questions regarding Legacy Wealth Management (Mount Pleasant, Sc)

  • Where are Legacy Wealth Management (Mount Pleasant, Sc)'s Headquarters?

    Legacy Wealth Management (Mount Pleasant, Sc)'s Headquarters are in 210 Wingo Way Suite 300,Mount Pleasant,South Carolina,United States

  • What is Legacy Wealth Management (Mount Pleasant, Sc)'s phone number?

    Legacy Wealth Management (Mount Pleasant, Sc)'s phone number is +1 843-416-1118

  • What is Legacy Wealth Management (Mount Pleasant, Sc)'s official website?

    Legacy Wealth Management (Mount Pleasant, Sc)'s official website is https://www.legacywm.com

  • What is Legacy Wealth Management (Mount Pleasant, Sc)'s Revenue?

    Legacy Wealth Management (Mount Pleasant, Sc)'s revenue is $1 - 10M

  • What is Legacy Wealth Management (Mount Pleasant, Sc)'s NAICS code?

    Legacy Wealth Management (Mount Pleasant, Sc)'s NAICS code is 524126

  • How many employees are working in Legacy Wealth Management (Mount Pleasant, Sc)

    Legacy Wealth Management (Mount Pleasant, Sc) has 1 employees

  • What is Legacy Wealth Management (Mount Pleasant, Sc)'s Industry?

    Legacy Wealth Management (Mount Pleasant, Sc) is in the industry of Investment Management

  • Who is Legacy Wealth Management (Mount Pleasant, Sc)'s Vice President- Investment Specialist?

    Legacy Wealth Management (Mount Pleasant, Sc)'s Vice President- Investment Specialist is David Mandell

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