Insights

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Gathering insights about Legacy Financial

Legacy Financial Tech Stack

Legacy Financial uses 8 technology products and services including Calendly, Google Hosted Libraries, Datadog, and more. Explore Legacy Financial's tech stack below.

  • Calendly
    Appointment Scheduling
  • Google Hosted Libraries
    Content Delivery Network
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • AddThis
    Widgets

Media & News

Legacy Financial's Email Address Formats

Legacy Financial uses at least 1 format(s):
Legacy Financial Email FormatsExamplePercentage
First@thelegacyfinancial.comJohn@thelegacyfinancial.com
33%
Middle@thelegacyfinancial.comMichael@thelegacyfinancial.com
17%
First@thelegacyfinancial.comJohn@thelegacyfinancial.com
33%
Middle@thelegacyfinancial.comMichael@thelegacyfinancial.com
17%

Frequently Asked Questions

Where is Legacy Financial's headquarters located?

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Legacy Financial's main headquarters is located at 55 West Street, #201. The company has employees across 1 continents, including North America.

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

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

What is Legacy Financial's NAICS code?

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Legacy Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Financial have currently?

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As of December 2025, Legacy Financial has approximately 2 employees across 1 continents, including North America. Key team members include Wealth Management Advisor: E. F.Financial Planner: J. M.Wealth Management Advisor: C. E. F.. Explore Legacy Financial's employee directory with LeadIQ.

What industry does Legacy Financial belong to?

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Legacy Financial operates in the Financial Services industry.

What technology does Legacy Financial use?

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Legacy Financial's tech stack includes CalendlyGoogle Hosted LibrariesDatadogCloudflare Bot ManagementHSTSGoogle Tag ManagerBootstrapAddThis.

What is Legacy Financial's email format?

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Legacy Financial's email format typically follows the pattern of First@thelegacyfinancial.com. Find more Legacy Financial email formats with LeadIQ.

When was Legacy Financial founded?

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Legacy Financial was founded in 2015.

Legacy Financial

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Financial focuses on creating comprehensive strategies that can help you pursue financial security. We love what we do, we are skilled at what we do, and we care about what is important to the individual client. Email Ethan@thelegacyFinancial.com for more information or a confidential consultation. 

Investment advisory services offered by Bay Colony Advisors, a registered investment advisor, doing business as Legacy Financial. Insurance is offered separately by Ethan Freishtat and Matthew Graham. Bay Colony Advisors does not supervise the insurance activities of Legacy Financial, Ethan Freishtat, or Matthew Graham.  The third-party comments displayed are not verified, may not be accurate, and are not necessarily representative of our client experience.

Section iconCompany Overview

Headquarters
55 West Street, #201
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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