Legacy Wealth Management Group Inc

  • Financial Services
  • Roswell GA
  • 4 employees
  • Financial Services
Get Full Info

Company Overview

Website
lwmgroup.com
Employees
4
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Who is Legacy Wealth Management Group Inc

Legacy Wealth Management Group Inc. is a financial planning group based in Roswell, Georgia. The company is independently operated and employs a team of three people. Legacy Wealth Management Group Inc. provides comprehensive financial planning services to a select clientele of individuals and businesses. Their services are designed to help clients navigate complex financial challenges and coordinate their financial affairs. The firm emphasizes personalized service and skill, tailoring strategies to each client's unique needs, values, and goals. The company differentiates itself through its personalized approach, built around the individual client. Legacy Wealth Management Group Inc. emphasizes ongoing management, ensuring that financial plans evolve with the client's changing needs and circumstances. To learn more about Legacy Wealth Management Group Inc. and their services, visit their website at lwmgroup.com.

Company Leadership

David Piper

Director Of Client Services

Phone Email
Kevin Meckelborg

Partner/Owner

Phone Email

Legacy Wealth Management Group Inc Tech Stack

JavaScript
HTML
Google Analytics
View All Tech Stack

Companies Similar to Legacy Wealth Management Group Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Legacy Wealth Management Group Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
3M 5 Austin, TX 1995
3M 5 Houston, TX
3M 2 New York, NY 2006
View More Companies

FAQ

What is the location of Legacy Wealth Management Group Inc's headquarters?
The headquarters of Legacy Wealth Management Group Inc are situated at 1875 Old Alabama Rd Suite 730, Roswell GA
What is Legacy Wealth Management Group Inc's official website?
The official website of Legacy Wealth Management Group Inc can be found at lwmgroup.com.
What is Legacy Wealth Management Group Inc's current revenue?
As of May 2019, Legacy Wealth Management Group Inc's annual revenue reached $3B.
How many employees does Legacy Wealth Management Group Inc currently have?
Legacy Wealth Management Group Inc employs approximately 4+ people as of May 2019
Which industries is Legacy Wealth Management Group Inc primarily operating in?
Legacy Wealth Management Group Inc operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Legacy Wealth Management Group Inc?
Legacy Wealth Management Group Inc's Director Of Client Services is David Piper

Employee Directory

Key Employees

Gary Schantz

President & CEO

Phone Email