Company profile

Legacy Planning Alliance, Inc.

Industry
Financial Services
Employees
6
Headquarters
Virginia Beach, VA
Founded
1989
LinkedIn followers
10
Office locations
1

Legacy Planning Alliance, Inc. company summary

Legacy Planning Alliance, Inc. is a company in the Financial Services industry, headquartered in Virginia Beach, VA, founded in 1989. On LinkedIn the company has around 6 employees and 10 followers. Its listed specialties include Diversified Asset Planning, Retirement Planning, Estate Planning, Investment Management, Life Insurance.

What technology does Legacy Planning Alliance, Inc. use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Legacy Planning Alliance, Inc.

Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets unlike the typical advisor's “one size fits all” management approach.

Specialties

Diversified Asset PlanningRetirement PlanningEstate PlanningInvestment ManagementLife InsuranceHealth Insurance

Where is Legacy Planning Alliance, Inc. located?

Legacy Planning Alliance, Inc. lists 1 location.

Virginia Beach, VA, USHQ
911 First Colonial Rd.

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Frequently asked questions about Legacy Planning Alliance, Inc.

What does Legacy Planning Alliance, Inc. do?

Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets unlike the typical advisor's “one size fits all” management approach.

How many employees does Legacy Planning Alliance, Inc. have?

Legacy Planning Alliance, Inc. has around 6 employees on LinkedIn.

Where is Legacy Planning Alliance, Inc. headquartered?

Legacy Planning Alliance, Inc. is headquartered in Virginia Beach, VA.

When was Legacy Planning Alliance, Inc. founded?

Legacy Planning Alliance, Inc. was founded in 1989.

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