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Legacy Planning Group, LLC Employee Directory

InsuranceNew Jersey, United States11-50 Employees

Legacy Planning Group, LLC operates in the insurance sector, providing insurance, financial planning, and retirement planning services. With more than seven decades of experience, the firm emphasizes reliable assistance and aims to deliver peace of mind to clients. It positions itself as a broker that represents client interests when engaging with insurance carriers.
Based in Keyport, New Jersey, the company serves individuals seeking comprehensive financial protection and security strategies. The team maintains professional credentials and participates in industry associations including GAMA, FINRA, NAIFA, NIPR and MDRT, underscoring its commitment to professional standards.

Find Legacy Planning Group, LLC employees' phone numbers or email addresses

Legacy Planning Group, LLC Global Highlights

Location
Employees

North America
26

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  • United States Of America
    23
  • Canada
    3

Legacy Planning Group, LLC's Leadership

  • Owner And Principle at Legacy Planning Group, LLC
    N. C.
    Owner And Principle
    Mobile Phone
  • Managing Partner at Legacy Planning Group, LLC
    S. M.
    Managing Partner
    Mobile Phone
  • Director Of Marketing at Legacy Planning Group, LLC
    R. A.
    Director Of Marketing
    Mobile Phone
  • Manager at Legacy Planning Group, LLC
    J. M.
    Manager
    Mobile Phone
  • Public Relations Manager at Legacy Planning Group, LLC
    J. D.
    Public Relations Manager
    Mobile Phone
  • Principal at Legacy Planning Group, LLC
    K. G.
    Principal
    Mobile Phone
  • Deli Worker at Legacy Planning Group, LLC
    D. R.
    Deli Worker
    Mobile Phone

Legacy Planning Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other
  • Business
  • Sales

Contact profiles from Legacy Planning Group, LLC

Name
Title
Contact
Location
Last Update
  • Owner And Principle at Legacy Planning Group, LLC
    N. C.
    Owner And Principle
    Mobile Phone
    Oct 21, 2024
  • Managing Partner at Legacy Planning Group, LLC
    S. M.
    Managing Partner
    Mobile Phone
    Oct 21, 2024
  • Director Of Marketing at Legacy Planning Group, LLC
    R. A.
    Director Of Marketing
    Mobile Phone
    Jun 02, 2025
  • Manager at Legacy Planning Group, LLC
    J. M.
    Manager
    Mobile Phone
    Oct 16, 2024
  • Public Relations Manager at Legacy Planning Group, LLC
    J. D.
    Public Relations Manager
    Mobile Phone
    Canada, Ontario
    Sep 13, 2026
  • Principal at Legacy Planning Group, LLC
    K. G.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Deli Worker at Legacy Planning Group, LLC
    D. R.
    Deli Worker
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Planning Group, LLC known for?

Minus sign iconPlus sign iconLegacy Planning Group, LLC was founded in 2010 and operates in the Insurance industry. You can contact Legacy Planning Group, LLC's main corporate office by phone at
+1-732-847-****
. Explore Legacy Planning Group, LLC's company overview page for more information.

What is Legacy Planning Group, LLC's most common email format?

Minus sign iconPlus sign iconLegacy Planning Group, LLC employees' email format typically follows the pattern of First@legacyplanningnj.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Planning Group, LLC email formats with LeadIQ.

How many employees does Legacy Planning Group, LLC have currently?

Minus sign iconPlus sign iconLegacy Planning Group, LLC has approximately 12 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Legacy Planning Group, LLC's key employees and leadership?

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As of September 2026, Legacy Planning Group, LLC's key employees include:

  • Owner And Principle: N. C.
  • Managing Partner: S. M.
  • Director Of Marketing: R. A.
  • Manager: J. M.
  • Public Relations Manager: J. D.

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