Insights

Market Niche Legacy Retirement Solutions specializes in providing customized third-party retirement plan administration and consulting, targeting clients seeking expert guidance to ensure plan compliance and operational efficiency.

Growth Potential With estimated revenues between $10 million and $25 million, the company operates in a lucrative segment with opportunities to expand its client base among small to mid-sized financial advisory firms and HR services.

Technology Usage Utilizing advanced tech tools like Google Analytics, reCAPTCHA, and cloud-based solutions indicates a modern infrastructure, enabling scalable client service delivery and potential for digital marketing engagement.

Key Client Focus Targeting firms with existing retirement plans or those establishing new plans presents upsell opportunities for complementary consulting and plan optimization services.

Competitive Positioning Operating alongside industry giants with thousands of employees and high revenues, Legacy Retirement Solutions can position itself as a personalized, expert alternative for clients seeking tailored retirement solutions with high compliance standards.

Legacy Retirement Solutions, LLC. Tech Stack

Legacy Retirement Solutions, LLC. uses 8 technology products and services including Gravatar, Open Graph, oEmbed, and more. Explore Legacy Retirement Solutions, LLC.'s tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Animate.css
    UI Frameworks
  • Ionicons
    Web Fonts
  • Sitelinks Search Box
    Web Tools And Plugins

Media & News

Legacy Retirement Solutions, LLC.'s Email Address Formats

Legacy Retirement Solutions, LLC. uses at least 1 format(s):
Legacy Retirement Solutions, LLC. Email FormatsExamplePercentage
FLast@legacyrsllc.comJDoe@legacyrsllc.com
56%
Last@legacyrsllc.comDoe@legacyrsllc.com
44%

Frequently Asked Questions

Where is Legacy Retirement Solutions, LLC.'s headquarters located?

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Legacy Retirement Solutions, LLC.'s main headquarters is located at po Box 1215 Brookhaven, Pennsylvania 19015 United States. The company has employees across 1 continents, including North America.

What is Legacy Retirement Solutions, LLC.'s phone number?

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You can contact Legacy Retirement Solutions, LLC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Retirement Solutions, LLC.'s official website and social media links?

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Legacy Retirement Solutions, LLC.'s official website is legacyrsllc.com and has social profiles on LinkedIn.

What is Legacy Retirement Solutions, LLC.'s SIC code NAICS code?

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Legacy Retirement Solutions, LLC.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Retirement Solutions, LLC. have currently?

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As of July 2026, Legacy Retirement Solutions, LLC. has approximately 9 employees across 1 continents, including North America. Key team members include Vice President Sales & Marketing: J. E.Vice President - Operations: M. P.President: S. W.. Explore Legacy Retirement Solutions, LLC.'s employee directory with LeadIQ.

What industry does Legacy Retirement Solutions, LLC. belong to?

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Legacy Retirement Solutions, LLC. operates in the Financial Services industry.

What technology does Legacy Retirement Solutions, LLC. use?

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Legacy Retirement Solutions, LLC.'s tech stack includes GravatarOpen GraphoEmbedTwemojijQuery MigrateAnimate.cssIoniconsSitelinks Search Box.

What is Legacy Retirement Solutions, LLC.'s email format?

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Legacy Retirement Solutions, LLC.'s email format typically follows the pattern of FLast@legacyrsllc.com. Find more Legacy Retirement Solutions, LLC. email formats with LeadIQ.

When was Legacy Retirement Solutions, LLC. founded?

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Legacy Retirement Solutions, LLC. was founded in 2010.
Legacy Retirement Solutions, LLC. logo

Legacy Retirement Solutions, LLC.

Financial ServicesPennsylvania, United States2-10 Employees

Legacy Retirement Solutions, LLC is a small financial services firm based in Brookhaven, Pennsylvania, that specializes in third party retirement plan administration on a fee-for-service basis. The company emphasizes non-producing work and is led by experienced professionals with more than four decades of combined experience in retirement plan administration and consulting, applying this expertise to design, operate, and administer compliant retirement plans. Its services are aimed at employers seeking to improve an existing retirement plan or establish a new one, with a focus on providing customized solutions that address client administration and consulting needs. The firm positions itself within the retirement plan administration and consulting segment of the financial services industry, and operates from a modest footprint with a lean team.

Section iconCompany Overview

Headquarters
po Box 1215 Brookhaven, Pennsylvania 19015 United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Legacy Retirement Solutions, LLC.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Legacy Retirement Solutions, LLC.'s revenue is estimated to be in the range of $10M$25M

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