Legacy Full Circle Financial & Insurance Services logo

Legacy Full Circle Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Legacy Full Circle Financial & Insurance Services is a financial services firm based in California that focuses on helping families better understand how money works and the options available to them. Its stated aim is to support hard-working families by improving financial literacy and providing access to information and services that are often less accessible to non-affluent communities. The company emphasizes doing right by clients and empowering communities with knowledge to build a strong financial legacy.

With a target market of families seeking to strengthen their financial situation, the firm positions itself as a resource for assessing past decisions and exploring new options. The organization operates in the financial services sector and describes its mission as enabling families and communities to gain knowledge that supports long-term financial stability.

Find Legacy Full Circle Financial & Insurance Services employees' phone numbers or email addresses

Legacy Full Circle Financial & Insurance Services Global Highlights

Location
Employees

North America
103

Minus sign iconPlus sign icon
  • United States Of America
    102
  • Canada
    1

Asia
3

Minus sign iconPlus sign icon
  • Israel
    1
  • Philippines
    1
  • India
    1

Oceania
3

Minus sign iconPlus sign icon
  • Australia
    3

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Legacy Full Circle Financial & Insurance Services's Leadership

  • Stylized image of a person
    A. W.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C. D.
    Vice President Of Business Development
    Phone icon
  • Stylized image of a person
    M. H.
    Vice President Research
    Phone icon
  • Stylized image of a person
    J. R.
    President
    Phone icon
  • Stylized image of a person
    B. D.
    President
    Phone icon
  • Stylized image of a person
    R. N.
    Co-Founder
    Phone icon
  • Stylized image of a person
    B. M.
    Business Owner
    Phone icon
  • Stylized image of a person
    A. C. P.
    Agent/Owner
    Phone icon

Legacy Full Circle Financial & Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Human Resources
  • Other

Contact profiles from Legacy Full Circle Financial & Insurance Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Phone icon
    Nov 20, 2025
  • Stylized image of a person
    L. C.
    Licensed Insurance Producer
    Phone icon
    United StatesNew Jersey
    Dec 31, 2025
  • Stylized image of a person
    R. C.
    Allstate Ea & Ez Mail / Telemarketing (owner)
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    C. S.
    Financial Services & Education Professional
    Phone icon
    United StatesMaryland
    Jun 28, 2026
  • Stylized image of a person
    A. P.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Legacy Full Circle Financial & Insurance Services known for?

Minus sign iconPlus sign icon
Legacy Full Circle Financial & Insurance Services operates in the Financial Services industry. The company's main headquarters is located in 903 North Covina, California 91724 United States; you can contact the main corporate office by phone at . Explore Legacy Full Circle Financial & Insurance Services's company overview page for more information.

What is Legacy Full Circle Financial & Insurance Services's most common email format?

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

How many employees does Legacy Full Circle Financial & Insurance Services have currently?

Minus sign iconPlus sign icon
Legacy Full Circle Financial & Insurance Services has approximately 51 employees as of February 2026. These team members are located across 5 continents, including North AmericaAsiaOceania.

Who are Legacy Full Circle Financial & Insurance Services's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Legacy Full Circle Financial & Insurance Services's key employees include:

  • Chief Executive Officer: A. W.
  • Vice President Of Business Development: C. D.
  • Vice President Research: M. H.
  • President: J. R.
  • President: B. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.