Insights

Established Niche Expertise Legacy Financial Associates has over a decade of experience in providing personalized financial planning services to families, small business owners, and high net worth individuals, indicating a strong focus on tailored, client-centric solutions.

Growth Potential With a revenue range of 1 million to 10 million and a small team of 11 to 50 employees, the company presents opportunities for growth and expansion in the competitive financial services market.

Complementary Service Offerings The company's comprehensive approach covering investment, insurance, retirement, college, and estate planning suggests potential for cross-selling additional financial products and services to existing clients.

Digital Engagement Utilization of various digital tools and analytics platforms such as Google Analytics, Facebook Pixel, and Cloudflare indicates an active online presence, offering opportunities to enhance digital marketing and lead generation strategies.

Market Positioning While competing with industry giants like Charles Schwab and Fidelity, Legacy Financial Associates can leverage its personalized service model as a differentiator to attract high-net-worth individuals seeking customized financial solutions.

Legacy Financial Associates Tech Stack

Legacy Financial Associates uses 8 technology products and services including Facebook Pixel, Slick, Cloudflare Bot Management, and more. Explore Legacy Financial Associates's tech stack below.

  • Facebook Pixel
    Analytics
  • Slick
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Piwik
    System Analytics & Monitoring
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Legacy Financial Associates's Email Address Formats

Legacy Financial Associates uses at least 1 format(s):
Legacy Financial Associates Email FormatsExamplePercentage
FLast@legacyfa.comJDoe@legacyfa.com
50%
FLast@legacyfa.comJDoe@legacyfa.com
50%

Frequently Asked Questions

What is Legacy Financial Associates's phone number?

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You can contact Legacy Financial Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Financial Associates's official website and social media links?

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Legacy Financial Associates's official website is legacyfa.com and has social profiles on LinkedIn.

What is Legacy Financial Associates's SIC code NAICS code?

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Legacy Financial Associates's SIC code is 6141 - Personal Credit Institutions NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Financial Associates have currently?

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As of December 2025, Legacy Financial Associates has approximately 11 employees across 1 continents, including North America. Key team members include Financial Planner And Owner: T. B.Director Of Preconstruction At Kensington Glass Arts, Inc: V. S.Wealth Manager: R. P.. Explore Legacy Financial Associates's employee directory with LeadIQ.

What industry does Legacy Financial Associates belong to?

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Legacy Financial Associates operates in the Financial Services industry.

What technology does Legacy Financial Associates use?

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Legacy Financial Associates's tech stack includes Facebook PixelSlickCloudflare Bot ManagementPiwikBootstrapX-Content-Type-OptionsGoogle AnalyticsAddThis.

What is Legacy Financial Associates's email format?

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Legacy Financial Associates's email format typically follows the pattern of FLast@legacyfa.com. Find more Legacy Financial Associates email formats with LeadIQ.

When was Legacy Financial Associates founded?

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Legacy Financial Associates was founded in 2000.

Legacy Financial Associates

Financial ServicesMaryland, United States11-50 Employees

For more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs.  

Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor.  This process often requires a significant amount of time, knowledge and resources. 

What distinguishes our approach is its personal emphasis. From investing and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs

Section iconCompany Overview

Phone number
SIC Code
6141 - Personal Credit Institutions
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Legacy Financial Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Legacy Financial Associates's revenue is estimated to be in the range of $1M$10M

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