Legacy Financial Associates

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Description

  • For more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis. From investing and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs
  • location

    Headquarters:149 West Patrick Street , Frederick, Maryland, United States

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  • Legacy Financial Associates phone

    Phone Number: +1 301-624-1717

  • Legacy Financial Associates website

    Website: https://www.legacyfa.com

  • Legacy Financial Associates employees

    Employees:3

  • Legacy Financial Associates revenue

    Revenue:$0 - 1M

  • Legacy Financial Associates legal name

    Legal Name:Legacy Financial Associates

  • Legacy Financial Associates's Social Media

    Legacy Financial Associates linkedin Legacy Financial Associates facebook
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  • |  NAICS Code: 523930  |

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Person level website identification

Financial Planner And Owner for Legacy Financial Associates

Tracy Bush

Financial Planner And Owner

Person level website visitor identification

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View Employees

Tracy Bush

Financial Planner And Owner

Rich Pencek

Wealth Manager

Frequently Asked Questions regarding Legacy Financial Associates

  • Where are Legacy Financial Associates's Headquarters?

    Legacy Financial Associates's Headquarters are in 149 West Patrick Street ,Frederick,Maryland,United States

  • What is Legacy Financial Associates's phone number?

    Legacy Financial Associates's phone number is +1 301-624-1717

  • What is Legacy Financial Associates's official website?

    Legacy Financial Associates's official website is https://www.legacyfa.com

  • What is Legacy Financial Associates's Revenue?

    Legacy Financial Associates's revenue is $0 - 1M

  • What is Legacy Financial Associates's NAICS code?

    Legacy Financial Associates's NAICS code is 523930

  • How many employees are working in Legacy Financial Associates

    Legacy Financial Associates has 3 employees

  • What is Legacy Financial Associates's Industry?

    Legacy Financial Associates is in the industry of Financial Services

  • Who is Legacy Financial Associates's Financial Planner And Owner?

    Legacy Financial Associates's Financial Planner And Owner is Tracy Bush

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