Legacy Planning Alliance, Inc. Employee Directory

Q: What is Legacy Planning Alliance, Inc. known for?

Legacy Planning Alliance, Inc. was founded in 1989. Legacy Planning Alliance, Inc. operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets unlike the typical advisor's “one size fits all” management approach.

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

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

Contact profiles from Legacy Planning Alliance, Inc.

Name

Title

Contact Info

Location

Last Update

J. M.
President
Mobile Phone
Email
United StatesVirginia
Oct 21, 2025
A. J. C.
President
Mobile Phone
Email
Oct 18, 2024
A. C.
Executive Assistant
Mobile Phone
Email
United StatesVirginia
Nov 11, 2025
C. P.
Executive Assistant
Mobile Phone
Email
United StatesVirginia
Sep 11, 2025
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 Rd., Suite 100 Virginia Beach, VA 23454, US; 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 October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, 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.

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