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    Legacy Planning Partners

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    Description

    • Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny requires a helping hand and adherence to a plan that manages not only the opportunities you encounter, but also the risk. At Legacy Planning Partners our passion is helping our clients take the financial path to the life they want.We offer independent advice and financial solutions to individuals, families and businesses in the areas of: Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, & Retirement Plan Services.
    • location

      Headquarters:600 West Germantown Pike Suite 261, Plymouth Meeting, Pennsylvania, United States

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    • Legacy Planning Partners phone

      Phone Number: +1 484-534-2654

    • Legacy Planning Partners website

      Website: https://www.legacy-online.com

    • Legacy Planning Partners employees

      Employees:33

    • Legacy Planning Partners revenue

      Revenue:$1 - 10M

    • Legacy Planning Partners legal name

      Legal Name:Legacy Planning Partners

    • Legacy Planning Partners's Social Media

      Legacy Planning Partners linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Operating Officer for Legacy Planning Partners

    Natalie Hodak

    Chief Operating Officer

    Person level website visitor identification

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    View Employees

    Natalie Hodak

    Chief Operating Officer

    Janice Hazewski

    Owner

    Dan Hazewski

    Managing Partner

    Robert Wermuth

    Senior Partner

    Kevin Donohue

    Partner

    Frequently Asked Questions regarding Legacy Planning Partners

    • Where are Legacy Planning Partners's Headquarters?

      Legacy Planning Partners's Headquarters are in 600 West Germantown Pike Suite 261,Plymouth Meeting,Pennsylvania,United States

    • What is Legacy Planning Partners's phone number?

      Legacy Planning Partners's phone number is +1 484-534-2654

    • What is Legacy Planning Partners's official website?

      Legacy Planning Partners's official website is https://www.legacy-online.com

    • What is Legacy Planning Partners's Revenue?

      Legacy Planning Partners's revenue is $1 - 10M

    • What is Legacy Planning Partners's NAICS code?

      Legacy Planning Partners's NAICS code is 523930

    • How many employees are working in Legacy Planning Partners

      Legacy Planning Partners has 33 employees

    • What is Legacy Planning Partners's Industry?

      Legacy Planning Partners is in the industry of Financial Services

    • Who is Legacy Planning Partners's Chief Operating Officer?

      Legacy Planning Partners's Chief Operating Officer is Natalie Hodak

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