Legacy Planning Group, LLC Employee Directory

Q: What is Legacy Planning Group, LLC known for?

Legacy Planning Group, LLC was founded in 2010. Legacy Planning Group, LLC operates in the Insurance industry.

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

Legacy Planning Group, LLC has approximately 18 employees.

InsuranceNew Jersey, United States11-50 Employees

Over 75 years of experience in insurance,financial planning and retirement planning. We help provide peace of mind and excellent assistance that leaves our customers satisfied with our services. Legacy Planning Group are the premier brokers of the top carriers, representing the interests of the client at all times. Our staff certifications and associations include GAMA, FINRA, NAIFA, NIPR and MDRT.

At Legacy Planning Group, we believe it to be our responsibility to:

    * Hold our profession in high esteem and strive to enhance its prestige.

    * Fulfill the needs of our clients to the best of our ability.

    * Maintain our clients’ confidence.

    * Render exemplary service to our clients and their beneficiaries.

    * Adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives.

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

Legacy Planning Group, LLC Global Highlights

North America
30

United States Of America
28
Canada
2

Legacy Planning Group, LLC's Leadership

T. S.
Ceo & Managing Partner
Mobile Phone
Email
D. G.
Managing Partner
Mobile Phone
Email
J. V.
Managing Partner
Mobile Phone
Email
N. C.
Owner And Principle
Mobile Phone
Email
S. M.
Managing Partner
Mobile Phone
Email
R. A.
Director Of Marketing
Mobile Phone
Email
M. K.
Sales Manager
Mobile Phone
Email
S. F.
General Manager
Mobile Phone
Email

Contact profiles from Legacy Planning Group, LLC

Name

Title

Contact Info

Location

Last Update

T. B.
Senior Marketing Executive
Mobile Phone
Email
United StatesNew Jersey
Sep 08, 2025
J. B.
Managing Principal
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
K. G.
Principal
Mobile Phone
Email
Oct 17, 2024
C. S.
Financial Services Professional
Mobile Phone
Email
United StatesColorado
Oct 19, 2025
D. R.
Deli Worker
Mobile Phone
Email
Oct 17, 2024
L. C.
Health Account Rep
Mobile Phone
Email
United StatesNew Jersey
Nov 13, 2025
M. F.
Financial Advisor (operates By The Financial Fiduciary Standards)
Mobile Phone
Email
United StatesVirginia
May 27, 2025

Frequently Asked Questions

What is Legacy Planning Group, LLC known for?

Legacy Planning Group, LLC was founded in 2010 operates in the Insurance industry; you can contact the 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?

Legacy Planning Group, LLC employees' email format typically follows the pattern of . 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?

Legacy Planning Group, LLC has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Legacy Planning Group, LLC's key employees include:

Ceo & Managing Partner: T. S.
Managing Partner: D. G.
Managing Partner: J. V.
Owner And Principle: N. C.
Managing Partner: S. M.

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