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Legacy Wealth Management Group, LLC. Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Legacy Wealth Management Group, LLC operates in the financial services industry, providing comprehensive assistance across clients’ financial lives with a focus on personal service and stability. Based in Moorestown, New Jersey, the firm positions itself as a local advisor aiming to help clients achieve financial independence through tailored guidance. The company serves individuals seeking long-term financial stability and independence, addressing common concerns such as planning and managing financial affairs with a personalized approach. Founded to deliver highly attentive service, the firm emphasizes a reputation for excellence in its field through close, client-centric engagement. The organization is a small practice within the broader financial services landscape, operating from a single location in the New Jersey region.

Find Legacy Wealth Management Group, LLC. employees' phone numbers or email addresses

Legacy Wealth Management Group, LLC. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Legacy Wealth Management Group, LLC.'s Leadership

  • Stylized image of a person
    R. S.
    Client Relationship Manager
    Phone icon
    Mobile Phone

Legacy Wealth Management Group, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Legacy Wealth Management Group, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Aug 01, 2024

Frequently Asked Questions

What is Legacy Wealth Management Group, LLC. known for?

Minus sign iconPlus sign iconLegacy Wealth Management Group, LLC. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-856-235-****
. Explore Legacy Wealth Management Group, LLC.'s company overview page for more information.

What is Legacy Wealth Management Group, LLC.'s most common email format?

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

How many employees does Legacy Wealth Management Group, LLC. have currently?

Minus sign iconPlus sign iconLegacy Wealth Management Group, LLC. has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Management Group, LLC.'s key employees and leadership?

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As of July 2026, Legacy Wealth Management Group, LLC.'s key employees include:

  • Client Relationship Manager: R. S.

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