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Legacy Financial Advisors, Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Financial Advisors, Inc. operates in the financial services sector and is based in Westborough, Massachusetts. The firm seeks to understand clients' financial objectives and provide information, guidance, and products to help them reach their goals. It emphasizes building professional and personal relationships with clients and maintains regular contact to educate them for informed decision-making.

Securities and investment advisory services are offered through SagePoint Financial Inc., a FINRA/SIPC member, and SagePoint is separately owned from Legacy Financial Advisors. The firm describes its approach as supporting a disciplined, long-term plan for clients, sustained by regular client engagement and events. Based in Westborough, the firm operates as a small financial services practice.

Find Legacy Financial Advisors, Inc. employees' phone numbers or email addresses

Legacy Financial Advisors, Inc. Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Legacy Financial Advisors, Inc.'s Leadership

  • Stylized image of a person
    D. C.
    Us West Safety Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. T.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. T.
    Information Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Marketing Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D.
    Insurance Provider
    Phone icon
    Mobile Phone

Legacy Financial Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Legacy Financial Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Us West Safety Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. T.
    Office Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. T.
    Information Technology
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. P.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    R. A.
    Marketing Administrative Assistant
    Phone icon
    Mobile Phone
    Jul 08, 2025
  • Stylized image of a person
    R. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. D.
    Insurance Provider
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Financial Advisors, Inc. known for?

Minus sign iconPlus sign iconLegacy Financial Advisors, Inc. was founded in 1987 operates in the Financial Services industry. Explore Legacy Financial Advisors, Inc.'s company overview page for more information.

What is Legacy Financial Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconLegacy Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Legacy Financial Advisors, Inc. have currently?

Minus sign iconPlus sign iconLegacy Financial Advisors, Inc. has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Financial Advisors, Inc.'s key employees and leadership?

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As of July 2026, Legacy Financial Advisors, Inc.'s key employees include:

  • Us West Safety Manager: D. C.
  • Office Manager: S. T.
  • Information Technology: D. T.
  • Investment Advisor Representative: M. P.
  • Marketing Administrative Assistant: R. A.

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