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Legacy Financial Group Employee Directory

Financial ServicesUnited States51-200 Employees

Legacy Financial Group is a United States–based financial services firm that offers planning and advisory services designed to help clients align their financial goals with their values. Its approach centers on trust and empathy, with the aim of enabling clients to live their lives with purpose.

Operating within the financial services industry, Legacy Financial Group serves individuals seeking guidance on managing resources in line with their personal priorities. Its guiding philosophy suggests wealth is defined by how one lives their life rather than by the amount accumulated. The company maintains a website at https://legacyfg.net for information and contact.

Find Legacy Financial Group employees' phone numbers or email addresses

Legacy Financial Group Global Highlights

Location
Employees

North America
85

Minus sign iconPlus sign icon
  • United States Of America
    84
  • Canada
    1

Legacy Financial Group's Leadership

  • Stylized image of a person
    G. G.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Ceo & Founder Of The Money & Legacy Team
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Vice President And Wealth Advisor At Legacy Financial Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Agency Securities Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. V.
    Client Relations Director
    Phone icon
    Mobile Phone

Legacy Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Legacy Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Dec 30, 2025
  • Stylized image of a person
    J. S.
    Financial Advisor Assistant
    Phone icon
    Mobile Phone
    United StatesKentucky
    Mar 25, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    I. H.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jan 28, 2026
  • Stylized image of a person
    M. V.
    Financial Services Representative
    Phone icon
    Mobile Phone
    United StatesRhode Island
    May 31, 2026
  • Stylized image of a person
    R. H.
    Personal Insurance Consultant
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    May 29, 2026
  • Stylized image of a person
    R. K.
    Marketing Asst
    Phone icon
    Mobile Phone
    United StatesKentucky
    May 28, 2026
  • Stylized image of a person
    D. C.
    Paraplanner
    Phone icon
    Mobile Phone
    United States
    Mar 25, 2026
  • Stylized image of a person
    L. B.
    Executive Administrator
    Phone icon
    Mobile Phone
    United StatesMichigan
    Dec 31, 2025
  • Stylized image of a person
    B. M.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 24, 2025

Frequently Asked Questions

What is Legacy Financial Group known for?

Minus sign iconPlus sign iconLegacy Financial Group operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at
+1-310-756-****
. Explore Legacy Financial Group's company overview page for more information.

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

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

How many employees does Legacy Financial Group have currently?

Minus sign iconPlus sign iconLegacy Financial Group has approximately 79 employees as of May 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of May 2026, Legacy Financial Group's key employees include:

  • Chief Executive Officer: G. G.
  • Ceo & Founder Of The Money & Legacy Team: A. P.
  • Vice President And Wealth Advisor At Legacy Financial Group: L. S.
  • Owner: R. S. M.
  • Partner: F. R.

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