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Legacy Financial Solutions, Inc. - Registered Investment Advisor

At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the follo...load more

Legacy Financial Solutions, Inc. - Registered Investment Advisor's Basic Information

Industry
Financial Services
Headquarters
Manchester, Ohio, United States
Website
http://legacynh.com
Linkedin
https://www.linkedin.com/company/legacy-financial-solutions-inc-/
Founded Year
1990
Headcount
11 - 50 ( View All )
Specialties
Business Benefit and Succession PlanningInvestment & Estate PlanningRetirement Income PlanningLife Insurance and Long-term Care InsuranceDisabilty Insurance and Business Overhead Expense InsuranceInvestment Risk Management

Legacy Financial Solutions, Inc. - Registered Investment Advisor's Competitors

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Employee Insights

Employee Function
Employee Location
View Employee Insights

Legacy Financial Solutions, Inc. - Registered Investment Advisor's Top Employees

people

Steve Mathieu

Owner

Phone Email

people

Richard Leverette

Senior Partner AND CO-Owner

Phone Email

people

Sue Mansfield

Vice President

Phone Email

people

Jean Mathieu, CLU

Vice President

Phone Email

people

Michael Frudakis

Private Wealth Manager

Phone Email

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Frequently Asked Questions Regarding Legacy Financial Solutions, Inc. - Registered Investment Advisor

Where is Legacy Financial Solutions, Inc. - Registered Investment Advisor's headquarter located?
Legacy Financial Solutions, Inc. - Registered Investment Advisor's headquarter are located at United States.
How many employees does Legacy Financial Solutions, Inc. - Registered Investment Advisor have?
Legacy Financial Solutions, Inc. - Registered Investment Advisor has 11 - 50 employees.
What is Legacy Financial Solutions, Inc. - Registered Investment Advisor's official website?
Legacy Financial Solutions, Inc. - Registered Investment Advisor's official website is http://legacynh.com
What industry does Legacy Financial Solutions, Inc. - Registered Investment Advisor belong to?
Legacy Financial Solutions, Inc. - Registered Investment Advisor is in the industry ofFinancial Services
What does Legacy Financial Solutions, Inc. - Registered Investment Advisor do?
At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the follo...
What specialty does Legacy Financial Solutions, Inc. - Registered Investment Advisor have?
Business Benefit and Succession PlanningInvestment & Estate PlanningRetirement Income PlanningLife Insurance and Long-term Care InsuranceDisabilty Insurance and Business Overhead Expense InsuranceInvestment Risk Management
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