Legacy Financial Employee Directory

Q: What is Legacy Financial known for?

Legacy Financial was founded in 2015. Legacy Financial operates in the Financial Services industry.

Q: How many employees does Legacy Financial have currently?

Legacy Financial has approximately 2 employees.

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.

Find Legacy Financial employees' phone numbers or email addresses

Legacy Financial Global Highlights

North America
4

United States Of America
4

Legacy Financial's Leadership

E. F.
Wealth Management Advisor
Mobile Phone
Email
J. M.
Financial Planner
Mobile Phone
Email
C. E. F.
Wealth Management Advisor
Mobile Phone
Email

Legacy Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Legacy Financial

Name

Title

Contact Info

Location

Last Update

E. F.
Wealth Management Advisor
Mobile Phone
Email
United StatesFlorida
Feb 18, 2026
J. M.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Feb 17, 2026
C. E. F.
Wealth Management Advisor
Mobile Phone
Email
UNITED STATES
May 21, 2023

Frequently Asked Questions

What is Legacy Financial known for?

Legacy Financial was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 55 West Street #201 Walpole, Massachusetts 02081 United States. Explore Legacy Financial's company overview page for more information.

What is Legacy Financial's most common email format?

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

How many employees does Legacy Financial have currently?

Legacy Financial has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Legacy Financial's key employees and leadership?

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

Wealth Management Advisor: E. F.
Financial Planner: J. M.
Wealth Management Advisor: C. E. F.

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