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Legacy Solutions, LLC Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Legacy Solutions, LLC is a financial planning firm that concentrates on wealth management, estate planning, executive benefits, and retirement plans. The firm emphasizes a relationship-driven, process-oriented approach aimed at helping clients understand and execute personalized strategies over time. Based in Kennett Square, Pennsylvania, the company serves clients by prioritizing clear explanations of why a given plan is appropriate and ensuring its effective execution.

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

Legacy Solutions, LLC Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Legacy Solutions, LLC's Leadership

  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    National Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D. P.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C. D. P.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H. C.
    Financial Advisor
    Phone icon
    Mobile Phone

Legacy Solutions, LLC Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Legacy Solutions, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    J. A.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. R.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. M.
    President
    Phone icon
    Mobile Phone
    Jul 29, 2024
  • Stylized image of a person
    J. R.
    National Marketing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. D. P.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 19, 2026
  • Stylized image of a person
    C. C. D. P.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. H. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. S.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesDelaware
    Aug 05, 2024
  • Stylized image of a person
    N. R.
    Agent
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Legacy Solutions, LLC known for?

Minus sign iconPlus sign iconLegacy Solutions, LLC was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 206 North Union Street Kennett Square, Pennsylvania 19348 United States; you can contact the main corporate office by phone at
+1-610-444-****
. Explore Legacy Solutions, LLC's company overview page for more information.

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

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

How many employees does Legacy Solutions, LLC have currently?

Minus sign iconPlus sign iconLegacy Solutions, LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 2026, Legacy Solutions, LLC's key employees include:

  • President: D. D.
  • President: N. M.
  • Owner: J. A.
  • Owner: M. R.
  • National Marketing Director: J. R.

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