Legacy Financial Advisors, Inc. Employee Directory

Q: What is Legacy Financial Advisors, Inc. known for?

Legacy Financial Advisors, Inc. was founded in 1987. Legacy Financial Advisors, Inc. operates in the Financial Services industry.

Financial ServicesMassachusetts, United States2-10 Employees

We at Legacy Financial Advisors, Inc. desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them, so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Securities and investment advisory services offered through SagePoint Financial Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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

Legacy Financial Advisors, Inc. Global Highlights

North America
24

United States Of America
24

Legacy Financial Advisors, Inc.'s Leadership

P. J. M.
Founder And President Of Lfa Inc
Mobile Phone
Email
M. P. C.
Owner/Senior Advisor
Mobile Phone
Email
P. M.
Chairman Of The Advisory Board
Mobile Phone
Email
A. Q.
Assistant Office & Marketing Manager
Mobile Phone
Email
D. C.
Us West Safety Manager
Mobile Phone
Email
S. T.
Office Manager
Mobile Phone
Email
P. M.
Senior Investment Advisor
Mobile Phone
Email
L. M.
Registered Investment Advisor
Mobile Phone
Email

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

P. J. M.
Founder And President Of Lfa Inc
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
M. P. C.
Owner/Senior Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 24, 2025
P. M.
Chairman Of The Advisory Board
Mobile Phone
Email
United StatesMassachusetts
Apr 23, 2025
A. Q.
Assistant Office & Marketing Manager
Mobile Phone
Email
United StatesMassachusetts
Feb 18, 2026
D. C.
Us West Safety Manager
Mobile Phone
Email
Oct 23, 2024
S. T.
Office Manager
Mobile Phone
Email
Oct 17, 2024
P. M.
Senior Investment Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
L. M.
Registered Investment Advisor
Mobile Phone
Email
United StatesRhode Island
Sep 10, 2025
E. K.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Feb 18, 2026
J. G.
Registered Representative / Rfc
Mobile Phone
Email
United StatesMassachusetts
Sep 08, 2025

Frequently Asked Questions

What is Legacy Financial Advisors, Inc. known for?

Legacy Financial Advisors, Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 1500 West Park Drive Suite 100 Westborough, Massachusetts United States. Explore Legacy Financial Advisors, Inc.'s company overview page for more information.

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

Legacy 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?

Legacy Financial Advisors, Inc. has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Founder And President Of Lfa Inc: P. J. M.
Owner/Senior Advisor: M. P. C.
Chairman Of The Advisory Board: P. M.
Assistant Office & Marketing Manager: A. Q.
Us West Safety Manager: D. C.

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