Legacy Financial Associates Employee Directory

Q: What is Legacy Financial Associates known for?

Legacy Financial Associates was founded in 2000. Legacy Financial Associates operates in the Financial Services industry.

Q: How many employees does Legacy Financial Associates have currently?

Legacy Financial Associates has approximately 11 employees.

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

Find Legacy Financial Associates employees' phone numbers or email addresses

Legacy Financial Associates Global Highlights

North America
24

United States Of America
24

Legacy Financial Associates's Leadership

T. B.
Financial Planner And Owner
Mobile Phone
Email
V. S.
Director Of Preconstruction At Kensington Glass Arts, Inc
Mobile Phone
Email
R. P.
Wealth Manager
Mobile Phone
Email
N. E.
Office And Marketing Manager
Mobile Phone
Email
M. U.
Principal
Mobile Phone
Email
C. U.
Principal
Mobile Phone
Email
M. E.
Member Principal
Mobile Phone
Email
S. G.
Certified Financial Planner(tm)
Mobile Phone
Email

Contact profiles from Legacy Financial Associates

Name

Title

Contact Info

Location

Last Update

B. L.
Financial Planner
Mobile Phone
Email
United StatesMaryland
Dec 03, 2025
B. G.
Certified Financial Planner
Mobile Phone
Email
United StatesMissouri
Oct 18, 2024
D. E.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Jul 31, 2025
E. L. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
G. S.
Certified Financial Planner
Mobile Phone
Email
United StatesMissouri
Oct 22, 2024
P. D.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
S. S.
Personal Assistant
Mobile Phone
Email
United StatesMissouri
Nov 17, 2025

Frequently Asked Questions

What is Legacy Financial Associates known for?

Legacy Financial Associates was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-301-624-****

. Explore Legacy Financial Associates's company overview page for more information.

What is Legacy Financial Associates's most common email format?

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

How many employees does Legacy Financial Associates have currently?

Legacy Financial Associates has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Financial Associates's key employees and leadership?

As of December 2025, Legacy Financial Associates's key employees include:

Financial Planner And Owner: T. B.
Director Of Preconstruction At Kensington Glass Arts, Inc: V. S.
Wealth Manager: R. P.
Office And Marketing Manager: N. E.
Principal: M. U.

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