Legacy Planning Partners Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Legacy Planning Partners's estimated annual revenue is currently $8.1M per year.(i)
  • Legacy Planning Partners's estimated revenue per employee is $168,000

Employee Data

  • Legacy Planning Partners has 48 Employees.(i)
  • Legacy Planning Partners grew their employee count by 2% last year.

Legacy Planning Partners's People

NameTitleEmail/Phone
1
Chief Operating OfficerReveal Email/Phone
2
Partner | Director Retirement Plan ServicesReveal Email/Phone
3
Partner | Director Retirement Plan ServicesReveal Email/Phone
4
Brand ManagerReveal Email/Phone
5
Client Relationship Manager | West ChesterReveal Email/Phone
6
Division ManagerReveal Email/Phone
7
Client Relationship ManagerReveal Email/Phone
8
Service & Conversion ManagerReveal Email/Phone
9
Client Relationship ManagerReveal Email/Phone
10
Operations ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is Legacy Planning Partners?

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. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 600 W Germantown Pike Ste 261 Plymouth Meeting, PA 19462, (484) 534-2654. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, FL, GA, ID, IL, KY, LA, ME, MD, MA, MS, NJ, NM, NY, NC, OH, PA, RI, SC, SD, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Total Funding

48

Number of Employees

$8.1M

Revenue (est)

2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.8M509%N/A
#2
$10.5M536%N/A
#3
$10.4M556%N/A
#4
$16.8M578%N/A
#5
$12.2M580%N/A