Legacy Financial Group Northwestern Mutual Employee Directory

Financial ServicesUnited States11-50 Employees

Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.

WE HELP OUR CLIENTS NAVIGATE DETAILS OF:

- Enhancing profitability and tax
the efficiency of your business.
- Exiting your business with clarity and
control.
- Aligning your business outcomes with
your family values.
- Rewarding and retaining your key team
members.
- Taking excellent care of your “rank
and file.”

Find Legacy Financial Group Northwestern Mutual employees' phone numbers or email addresses

Legacy Financial Group Northwestern Mutual Global Highlights

North America
21

United States Of America
21

Legacy Financial Group Northwestern Mutual's Leadership

G. B.
Chief Operating Officer
Mobile Phone
Email
J. C.
Partner & Wealth Management Advisor
Mobile Phone
Email
S. L.
Financial Planning Associate
Mobile Phone
Email
C. L.
Financial Advisor
Mobile Phone
Email
L. K.
Portfolio Management And Wealth Advisor
Mobile Phone
Email
T. D.
Financial Advisor & Associate Partner
Mobile Phone
Email

Contact profiles from Legacy Financial Group Northwestern Mutual

Name

Title

Contact Info

Location

Last Update

J. C.
Partner & Wealth Management Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 29, 2025
G. B.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2025
S. L.
Financial Planning Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
C. L.
Financial Advisor
Mobile Phone
Email
Jan 13, 2024
L. K.
Portfolio Management And Wealth Advisor
Mobile Phone
Email
Apr 05, 2023
T. D.
Financial Advisor & Associate Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025

Frequently Asked Questions

What is Legacy Financial Group Northwestern Mutual known for?

Legacy Financial Group Northwestern Mutual was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in One Beacon St, Boston, MA 02108, US. Explore Legacy Financial Group Northwestern Mutual's company overview page for more information.

What is Legacy Financial Group Northwestern Mutual's most common email format?

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

How many employees does Legacy Financial Group Northwestern Mutual have currently?

Legacy Financial Group Northwestern Mutual has approximately 11 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are Legacy Financial Group Northwestern Mutual's key employees and leadership?

As of November 2025, Legacy Financial Group Northwestern Mutual's key employees include:

Chief Operating Officer: G. B.
Partner & Wealth Management Advisor: J. C.
Financial Planning Associate: S. L.
Financial Advisor: C. L.
Portfolio Management And Wealth Advisor: L. K.

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