Legacy Financial Network Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Legacy Financial Network's estimated annual revenue is currently $735k per year.(i)
  • Legacy Financial Network's estimated revenue per employee is $105,000

Employee Data

  • Legacy Financial Network has 7 Employees.(i)
  • Legacy Financial Network grew their employee count by -12% last year.

Legacy Financial Network's People

NameTitleEmail/Phone
1
Insurance AgentReveal Email/Phone
2
Insurance Sales RepReveal Email/Phone
3
Accounting BookkeeperReveal Email/Phone
4
Investment Advisor RepresentativeReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$24.8M118-2%N/AN/A
#2
$3.5M24-14%N/AN/A
#3
$0.1M620%N/AN/A
#4
$8.4M500%N/AN/A
#5
$8.4M5043%N/AN/A
#6
$0.1M1-50%N/AN/A
#7
$8.1M4833%N/AN/A
#8
$1.5M12N/AN/AN/A
#9
$27.3M1305%N/AN/A
#10
$120.8M46016%N/AN/A
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What Is Legacy Financial Network?

Founded in 2009, Legacy Financial Network is West Michigan's fastest growing RIAs. The growth has been driven by our unique five-step onboarding process which emphasizes the client getting to thoroughly know the firm and our philosophies in the first two steps. We hire top ethical, motivated, compassionate, and intellectual talent across Michigan. At a minimum, our agents are licensed as Life and Health agents. Some also hold securities licenses. Our client-focused approach, enhanced by several exclusive financial tools keeps our client retention ratio very high. Annual reviews are requirements and not nice-to-haves with us. We also emphasize education as shown by the multiple social security workshops throughout the year. We do not ask about minimums, but instead to ask for a commitment to follow your financial plan. We work best with clients who want to work with someone and who is willing to follow their plan.

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Total Funding

7

Number of Employees

$735k

Revenue (est)

-12%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Legacy Financial Network News

2022-04-20 - RetireOne Partners With Dr. Michael Finke on New Research ...

Sammons Financial Network®, LLC., and Midland National® Life Insurance ... Financial Group, Inc. and are not affiliated with EF Legacy...

2022-04-19 - Alex Hayes Joins The Financial Services Network's advisor ...

... LPL Financial, is pleased to announce that Alex Hayes, Founder of AJ Wealth & Legacy, LLC, has joined The Network's advisor affiliates.

2022-04-19 - Ex-Advisor Running for Governor Says 'Economic Torpedo' Headed for His State

Markey, 38, launched Grand Rapids-based Legacy Financial in 2009. ... Legacy Network has three units: an insurance organization,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.5M7N/AN/A
#2
$0.5M70%N/A
#3
$0.5M7-22%N/A
#4
$0.7M7N/AN/A
#5
$0.5M70%N/A