Summary
Legacy Planning Partners LLC
Founded in 1999
Description
Legacy Planning Partners is a values based planning firm that provides comprehensive financial advice aligning your personal and business goals with your financial needs and wants. Our planning process reduces financial complexity and helps bring certa...
Strengths
- Legacy Planning Partners LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- Since Legacy Planning Partners LLC was founded, the company has grown faster than the industry average
Weaknesses
- The number of employees is not growing as fast as the industry average
Annual Revenue
Legacy Planning Partners LLC's annual revenue
$12889000
Based on Kona Equity data
-
Revenue per employee
$495731
-
Annual revenue growth since founding
$515560
-
Revenue growth rate from first known quarter to current
43.2%
Employee Count
26 employees
-
Employee growth rate from first known quarter to current
-40.0%
Executives
Natalie Hodak
Chief Operating Officer
n**@legacy-online.comAngela Graybill
Director, Operations
a**@legacy-online.comMatthew Kulp
Partner
m**@legacy-online.comSteven Porte
Advisor
s**@legacy-online.comGreg Howard
Owner
g**@legacy-online.comRobert Wermuth
Senior Partner
r**@legacy-online.comNanor Amirkhanian
Telemarketer
n**@legacy-online.comRaven Middendorf
Assistant
r**@legacy-online.comCaitlin Deprinzio
Administrative Assistant
c**@legacy-online.comMaggie Colsher
Finance Services Associate
m**@legacy-online.comKevin Donohue
Partner, Financial Advisor
k**@legacy-online.comJan Graybill
Partner
j**@legacy-online.comCori Neith
Division Manager
c**@legacy-online.comKathleen Johnson
Account Administrator
k**@legacy-online.comSadie Markley
Administrative Assistant
s**@legacy-online.comLisa Boland
Senior Processing Manager
l**@legacy-online.comJustin Trinkley
Plymouth Meeting Intern
j**@legacy-online.comMonica Fox
Client Relationship Manager
m**@legacy-online.comConstance King
Client Relationship Manager
c**@legacy-online.comDeborah Hettler
Executive Assistant, Kevin Donohue
d**@legacy-online.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Power2
power2.com.au- Founded in 2006
- Location: Mackay, Queensland
- Annual Revenue: $4.5M
- Employees: 13
- Whether you would like your tax return prepared and lodged, or would like expert advice relating to your business and accounts, or great personal financial planning advice, Power2 can help. Located at 17 Chain St in Mackay we have plenty of free par...
Ambassador Advisors LLC
ambassadoradvisors.com- Founded in 1990
- Location: Lancaster, PA
- Annual Revenue: $7.7M
- Employees: 24
- Located in Lancaster, PA, we provide individual investors, small businesses, and nonprofit organizations with quality financial advice and strategy.
Doyle Salewski
doylesalewski.ca- Founded in 1996
- Location: Brockville, Ontario
- Annual Revenue: $6.7M
- Employees: 27
- Doyle Salewski Inc. is a leading Licensed Insolvency Trustee in Ottawa & Eastern Ontario. They provide financial management advice such as credit counselling, bankruptcy, consumer proposals, budgeting, debt settlement, and debt consolidation. Their tea...
Independent Stakeholder Co Tisco
tisco.co.uk- Founded in 2000
- Location: St Albans, Hertfordshire
- Annual Revenue: $2.7M
- Employees: 5
- TISCO Financial Planning Limited are a firm of independent financial advisers and are one of the UK's most innovative providers of financial services in the workplace. With our Directors and key staff having all been working for the company for over 8 years, TISCO offer our clients a continuity of service and personne…
Cornerstone Financial Partners , Inc.
cwgadvisors.com- Founded in 2001
- Location: Huntersville, NC
- Annual Revenue: $4.8M
- Employees: 7
- Cornerstone Wealth Group is a fiduciary financial advisory firm that provides a range of services to help individuals and businesses achieve their financial goals. They offer investment advisory services, retirement distribution strategies, corporate b...
Blue Ocean Global Wealth
blueoceanglobalwealth.com- Founded in 2016
- Location: Gaithersburg, MD
- Annual Revenue: $21.9M
- Employees: 48
- Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We provide corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. We de...
Key Information
- Name: Legacy Planning Partners LLC
- Category: Investment management
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52512; 5251
See similar companies
-
By City Allentown Small Financial Advisor in Allentown Mid-size Financial Advisor in Allentown Investment management in Allentown Small Investment management in Allentown Mid-size Investment management in Allentown
-
By State PA Small companies in PA Investment management in PA Small Investment management in PA Mid-size Investment management in PA Small Financial Advisor in PA Mid-size Financial Advisor in PA
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Advisor Small Financial Advisor Mid-size Financial Advisor Investment management and Financial Advisor
-
Firmographic data G Score of 4 Founded in 1999 SIC: 62 SIC: 628 NAICS: 52512 NAICS: 5251 #Investment Banking #Finance
Frequently Asked Questions
Legacy Planning Partners LLC's headquarters are located at 3440 Hamilton Blvd. 261 Allentown, PA 18103.
Legacy Planning Partners LLC's official website is legacy-online.com
Legacy Planning Partners LLC's annual revenue is $12.9 M.
Legacy Planning Partners LLC's SIC: 62; 628
Legacy Planning Partners LLC's NAICS: 52512; 5251.
Legacy Planning Partners LLC has 26 employees
Legacy Planning Partners LLC is in the industry of Investment management.
