Bluegrass Legacy Group
Financial Services • 
Keller, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 118 W Olive St, Keller, Texas 76248, US |
| Phone number | +18178548833 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Bluegrass Legacy Group
Misty Pantel
Director Of Operations
Bluegrass Legacy Group Email Formats
Bluegrass Legacy Group uses 1 email format. The most common is {first name} (e.g., john@bluegrasslegacygroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@bluegrasslegacygroup.com | 100% |
About Bluegrass Legacy Group
We serve small and medium businesses, nonprofits, and a handful of families. Through cashflow and asset management we turn lives into legacies. We support our clients with a wide range of investment and planning solutions, including: - Investment management - Financial planning - Wealth coaching - Qualified retirement plan consulting - Retirement planning - Estate planning - Succession and exit strategy planning *********************************************************************************** Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Additional financial planning services offered through Bluegrass Legacy Planning, LLC are separate and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html
Bluegrass Legacy Group revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Bluegrass Legacy Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Bluegrass Legacy Group has never raised funding before.
Bluegrass Legacy Group Tech Stack
Discover the technologies and tools that power Bluegrass Legacy Group's digital infrastructure, from frameworks to analytics platforms.
CRM
JavaScript frameworks
Hosting
JavaScript frameworks
Miscellaneous
Video players
Security
JavaScript libraries
UI frameworks
Font scripts
South Africa
Italy
Canada
Frequently asked questions
4.8
40,000 users
