Legacy Planning & Associates, Inc.
Get Full AccessDescription
- Legacy Planning & Associates is a financial-services firm dedicated to serving the needs of individual and businesses. We are dedicated to helping you develop strategies to reach long-term financial goals, such as paying for a child's education, retiring on your terms, creating a legacy for your family or planning your business succession.We offer investments and services that align with your needs. Our portfolios offer a collective approach to asset management, which reflects a higher degree of diversification than traditional measures. We use a Triple Crown approach to asset management that incorporates a blend of low cost Traditional, Opportunistic, and Tactical methods. By integrating these three unique and stylistically different approaches to investing together, investors are provided with a more balanced and less volatile approach to long term investing.
-
Headquarters:770 Kenmoor Ave Se Ste 203, Grand Rapids, Michigan, United States
More -
Phone Number: +1 616-719-2930
-
-
Employees:8
-
Revenue:$1 - 10M
-
Legal Name:Legacy Planning & Associates, Inc.
-
Legacy Planning & Associates, Inc.'s Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Legacy Planning & Associates, Inc.
-
Where are Legacy Planning & Associates, Inc.'s Headquarters?
Legacy Planning & Associates, Inc.'s Headquarters are in 770 Kenmoor Ave Se Ste 203,Grand Rapids,Michigan,United States
-
What is Legacy Planning & Associates, Inc.'s phone number?
Legacy Planning & Associates, Inc.'s phone number is +1 616-719-2930
-
What is Legacy Planning & Associates, Inc.'s official website?
Legacy Planning & Associates, Inc.'s official website is https://www.legacyplanningassociatesinc.com
-
What is Legacy Planning & Associates, Inc.'s Revenue?
Legacy Planning & Associates, Inc.'s revenue is $1 - 10M
-
What is Legacy Planning & Associates, Inc.'s NAICS code?
Legacy Planning & Associates, Inc.'s NAICS code is 523930
-
How many employees are working in Legacy Planning & Associates, Inc.
Legacy Planning & Associates, Inc. has 8 employees
-
What is Legacy Planning & Associates, Inc.'s Industry?
Legacy Planning & Associates, Inc. is in the industry of Financial Services
-
Who is Legacy Planning & Associates, Inc.'s Managing Partner?
Legacy Planning & Associates, Inc.'s Managing Partner is Michael Cummins