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Legacy Retirement Solutions, LLC. Employee Directory

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.

Find Legacy Retirement Solutions, LLC. employees' phone numbers or email addresses

Legacy Retirement Solutions, LLC. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Legacy Retirement Solutions, LLC.'s Leadership

  • Stylized image of a person
    J. E.
    Vice President Sales & Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Vice President - Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. I. H.
    Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. V.
    Senior Retirement Plan Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. G.
    Retirement Plan Administrator
    Phone icon
    Mobile Phone

Legacy Retirement Solutions, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Sales
  • Accounting
  • Other
  • Consultant

Contact profiles from Legacy Retirement Solutions, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 07, 2026
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Mar 25, 2026
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    J. E.
    Vice President Sales & Marketing
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 26, 2026
  • Stylized image of a person
    M. P.
    Vice President - Operations
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 07, 2026
  • Stylized image of a person
    E. I. H.
    Account Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    M. V.
    Senior Retirement Plan Consultant
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 22, 2024
  • Stylized image of a person
    L. G.
    Retirement Plan Administrator
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    W. V.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 01, 2026
  • Stylized image of a person
    B. A.
    Plan Administrator
    Phone icon
    Mobile Phone
    United StatesNew Mexico
    Apr 15, 2026

Frequently Asked Questions

What is Legacy Retirement Solutions, LLC. known for?

Minus sign iconPlus sign iconLegacy Retirement Solutions, LLC. was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in po Box 1215 Brookhaven, Pennsylvania 19015 United States; you can contact the main corporate office by phone at
+1-484-483-****
. Explore Legacy Retirement Solutions, LLC.'s company overview page for more information.

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

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

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

Minus sign iconPlus sign iconLegacy Retirement Solutions, LLC. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Retirement Solutions, LLC.'s key employees and leadership?

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As of July 2026, Legacy Retirement Solutions, LLC.'s key employees include:

  • Vice President Sales & Marketing: J. E.
  • Vice President - Operations: M. P.
  • President: S. W.
  • President: D. D.
  • President: D. D.

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