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Legacy Consulting Group

Legacy Consulting Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.

•This page is a publication of Legacy Consulting Group. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. 

•Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Legacy Consulting Group is not engaged in the practice of law.

•Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.


Find Legacy Consulting Group employees' phone numbers or email addresses

Legacy Consulting Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Asia
1

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  • India
    1

Legacy Consulting Group's Leadership

Legacy Consulting Group Employee Metrics

100%
50%
0%
2024
2023
  • Finance
  • Operations
  • Accounting
  • Human Resources
  • Real Estate
  • Other

Contact profiles from Legacy Consulting Group

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Legacy Consulting Group known for?

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Legacy Consulting Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 5340 Legacy Dr Suite 165 Plano, Texas 75024 US. Explore Legacy Consulting Group's company overview page for more information.

What is Legacy Consulting Group's most common email format?

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Legacy Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Consulting Group email formats with LeadIQ.

How many employees does Legacy Consulting Group have currently?

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Legacy Consulting Group has approximately 17 employees as of May 2024. These team members are located across 2 continents, including North AmericaAsia.

Who are Legacy Consulting Group's key employees and leadership?

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As of May 2024, Legacy Consulting Group's key employees include:

  • Partner: R. A. S.
  • Owner: S. W.
  • Director Of First Impressions: K. D.
  • Senior Investment Advisor: M. Q.
  • Certified Financial Planner, Certified Public Accountant: J. S.

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