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Legacy Financial Group Northwestern Mutual Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Financial Group Northwestern Mutual is a small financial services practice based in Boston, Massachusetts. It focuses on helping clients build a durable legacy by guiding strategic decisions around their vision, wealth, and business. The firm supports business owners in boosting profitability and managing tax considerations, and it assists with exiting a business with clarity and control. It also emphasizes aligning business outcomes with family values, rewarding and retaining key team members, and caring for frontline employees. The practice operates within the Northwestern Mutual network, aligning with a broad brand in the North American financial services sector. Recent coverage notes that Northwestern Mutual was recognized as one of the world's most admired life insurance companies in 2024.

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

Legacy Financial Group Northwestern Mutual Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Legacy Financial Group Northwestern Mutual's Leadership

  • Stylized image of a person
    C. L.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. K.
    Portfolio Management And Wealth Advisor
    Phone icon
    Mobile Phone

Legacy Financial Group Northwestern Mutual Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Legacy Financial Group Northwestern Mutual

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    Feb 21, 2024
  • Stylized image of a person
    L. K.
    Portfolio Management And Wealth Advisor
    Phone icon
    Mobile Phone
    Apr 05, 2023

Frequently Asked Questions

What is Legacy Financial Group Northwestern Mutual known for?

Minus sign iconPlus sign iconLegacy Financial Group Northwestern Mutual was founded in 2000 operates in the Financial Services industry. 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?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy Financial Group Northwestern Mutual has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Legacy Financial Group Northwestern Mutual's key employees include:

  • Financial Advisor: C. L.
  • Portfolio Management And Wealth Advisor: L. K.

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