Legacy Wealth Partners, Inc. Employee Directory

Q: What is Legacy Wealth Partners, Inc. known for?

Legacy Wealth Partners, Inc. was founded in 2001. Legacy Wealth Partners, Inc. operates in the Financial Services industry.

Q: How many employees does Legacy Wealth Partners, Inc. have currently?

Legacy Wealth Partners, Inc. has approximately 6 employees.

Financial ServicesCalifornia, United States2-10 Employees

Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through our office in Woodland Hills, California, our advisors have been serving established families in the local area and around the country for years.

We use a holistic wealth planning approach to address all of our clients' financial needs, including: tax planning and preparation, investment management, retirement planning, protection planning, and estate planning. Our mission is to empower our clients to gain greater control over their financial lives, reduce stress, and increase financial confidence. 

This communication is strictly intended for individuals residing in the states of CA,FL,MT,NC,NJ,NV,OH,OR,SD,TX,WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities offered through M.S Howells & Co. Member FINRA/SIPC.  
Advisory Services offered through Legacy Wealth Partners, Inc.  M.S Howells & Co. is not affiliated with Legacy Wealth Partners, Inc.

Find Legacy Wealth Partners, Inc. employees' phone numbers or email addresses

Legacy Wealth Partners, Inc. Global Highlights

North America
9

United States Of America
9

Legacy Wealth Partners, Inc.'s Leadership

M. B.
Managing Partner And Investment Adviser Representative
Mobile Phone
Email
H. G.
Office Manager
Mobile Phone
Email
J. J.
Associate Financial Representative
Mobile Phone
Email
N. F.
Client Services Coordinator
Mobile Phone
Email

Contact profiles from Legacy Wealth Partners, Inc.

Name

Title

Contact Info

Location

Last Update

M. B.
Managing Partner And Investment Adviser Representative
Mobile Phone
Email
United StatesFlorida
Jul 18, 2025
H. G.
Office Manager
Mobile Phone
Email
Aug 10, 2025
J. J.
Associate Financial Representative
Mobile Phone
Email
United StatesTexas
Oct 21, 2024
N. F.
Client Services Coordinator
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Legacy Wealth Partners, Inc. known for?

Legacy Wealth Partners, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 21031 Ventura Blvd., Suite 103 Woodland Hills, CA 91364 US; you can contact the main corporate office by phone at

+1-818-995-****

. Explore Legacy Wealth Partners, Inc.'s company overview page for more information.

What is Legacy Wealth Partners, Inc.'s most common email format?

Legacy Wealth Partners, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Partners, Inc. email formats with LeadIQ.

How many employees does Legacy Wealth Partners, Inc. have currently?

Legacy Wealth Partners, Inc. has approximately 6 employees as of March 2021. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Partners, Inc.'s key employees and leadership?

As of March 2021, Legacy Wealth Partners, Inc.'s key employees include:

Managing Partner And Investment Adviser Representative: M. B.
Office Manager: H. G.
Associate Financial Representative: J. J.
Client Services Coordinator: N. F.

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