Legacy Financial Strategies, Llc

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Description

  • Ever since Michael Lutz founded Legacy Financial Strategies, LLC in 2000, our mission has been to make a difference in our clients lives. Our goal is to take away our clients financial anxiety, so they can better spend their time enjoying whats most important to them.We do this by continually listening to our clients goals and objectives, whatever they may be. We devise a customized plan for each of our clients, whether for an individual or business, so they can feel confident they will achieve their dreams. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find the answers. Our services include financial planning, 401(k) and business solutions, investment tools and insurance services. Our entire team is passionate about helping people build, secure and manage their financial lives. Let us show you how by scheduling a complimentary, initial consultation. Theres no obligation. We look forward to getting acquainted.
  • location

    Headquarters:4060 Indian Creek Parkway , Overland Park, Kansas, United States

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  • Legacy Financial Strategies, Llc phone

    Phone Number: +1 913-403-0600

  • Legacy Financial Strategies, Llc website

    Website: https://www.legacykc.com

  • Legacy Financial Strategies, Llc employees

    Employees:17

  • Legacy Financial Strategies, Llc revenue

    Revenue:$10 - 50M

  • Legacy Financial Strategies, Llc legal name

    Legal Name:Legacy Financial Strategies, Llc

  • Legacy Financial Strategies, Llc's Social Media

    Legacy Financial Strategies, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 813319  |

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Person level website identification

CEO for Legacy Financial Strategies, Llc

Mike Wren

Chief Executive Officer

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Gretchen Vosburgh

Principal And Chief Compliance Officer

Kenny Sellers

Managing Partner

Shawna Pilsl

Relationship Manager

Laurie Digia

Officer Manager

Heather Hardman

Relationship Manager

Frequently Asked Questions regarding Legacy Financial Strategies, Llc

  • Where are Legacy Financial Strategies, Llc's Headquarters?

    Legacy Financial Strategies, Llc's Headquarters are in 4060 Indian Creek Parkway ,Overland Park,Kansas,United States

  • What is Legacy Financial Strategies, Llc's phone number?

    Legacy Financial Strategies, Llc's phone number is +1 913-403-0600

  • What is Legacy Financial Strategies, Llc's official website?

    Legacy Financial Strategies, Llc's official website is https://www.legacykc.com

  • What is Legacy Financial Strategies, Llc's Revenue?

    Legacy Financial Strategies, Llc's revenue is $10 - 50M

  • What is Legacy Financial Strategies, Llc's NAICS code?

    Legacy Financial Strategies, Llc's NAICS code is 813319

  • How many employees are working in Legacy Financial Strategies, Llc

    Legacy Financial Strategies, Llc has 17 employees

  • What is Legacy Financial Strategies, Llc's Industry?

    Legacy Financial Strategies, Llc is in the industry of Investment Management

  • Who is Legacy Financial Strategies, Llc's CEO?

    Legacy Financial Strategies, Llc's CEO is Mike Wren

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