Where are Legacy Planning Alliance, Inc. employees located globally?

Legacy Planning Alliance, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Legacy Planning Alliance, Inc.'s team size changed over time?

Legacy Planning Alliance, Inc.'s team has remained stable from approximately 4 to 4 employees based on available data.

Legacy Planning Alliance, Inc. Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Legacy Planning Alliance, Inc. operates in the financial services sector, focused on providing investment management and advice for affluent investors. The firm emphasizes individualized asset allocation and ongoing monitoring, aiming to tailor solutions beyond a one-size-fits-all approach and to prioritize clients’ interests over larger industry agendas. Based in Virginia Beach, Virginia, the company appears to serve a qualified client base seeking personalized, value-added strategies within a professional, small-team setting.

Legacy Planning Alliance, Inc. Global Highlights

North America
6

United States Of America
6

Legacy Planning Alliance, Inc.'s Leadership

J. M.
President
Mobile Phone
Email
A. J. C.
President
Mobile Phone
Email
A. C.
Executive Assistant
Mobile Phone
Email
C. P.
Executive Assistant
Mobile Phone
Email
C. P.
Administrative Assistant
Mobile Phone
Email
J. B.
Mobile Phone
Email

Legacy Planning Alliance, Inc. Employee Metrics

100%

50%

2026

2025

Community & Social Services
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Legacy Planning Alliance, Inc.

Name

Title

Contact Info

Location

Last Update

J. M.
President
Mobile Phone
Email
United StatesVirginia
Jun 08, 2026
A. J. C.
President
Mobile Phone
Email
Oct 18, 2024
A. C.
Executive Assistant
Mobile Phone
Email
United StatesVirginia
Mar 24, 2026
C. P.
Executive Assistant
Mobile Phone
Email
United StatesVirginia
Jan 27, 2026
C. P.
Administrative Assistant
Mobile Phone
Email
United StatesVirginia
Oct 26, 2025
J. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Legacy Planning Alliance, Inc. known for?

Legacy Planning Alliance, Inc. was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 911 First Colonial Road Suite 100 Virginia Beach, Virginia 23454 United States; you can contact the main corporate office by phone at

+1-757-549-****

. Explore Legacy Planning Alliance, Inc.'s company overview page for more information.

What is Legacy Planning Alliance, Inc.'s most common email format?

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

How many employees does Legacy Planning Alliance, Inc. have currently?

Legacy Planning Alliance, Inc. has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Legacy Planning Alliance, Inc.'s key employees and leadership?

As of February 2026, Legacy Planning Alliance, Inc.'s key employees include:

President: J. M.
President: A. J. C.
Executive Assistant: A. C.
Executive Assistant: C. P.
Administrative Assistant: C. P.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.

Legacy Planning Alliance, Inc. Employee Directory

Find Legacy Planning Alliance, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead