Family Legacy
Financial Services • 
Greenville, South Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 900 Pendleton Street, Suite 200, Greenville, South Carolina 29601, US |
| Phone number | +18642330808 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Charitable Planning, Wealth Management, Disability Insurance, Retirement Planning, Life Insurance, Business Planning, Financial Planning, Investment Management, 401(K) Plans, Long-Term Care Insurance, Business Tax Planning |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Key Contacts at Family Legacy
Justin Phillips
Cfo/Director Of Business Services/Shareholder
Patrice Sebastian
Director
Family Legacy Email Formats
Family Legacy uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@familylegacyinc.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@familylegacyinc.com | 50% |
{first name}{last name} | johndoe@familylegacyinc.com | 50% |
About Family Legacy
What does your money represent? Perhaps a car payment, dinner at a Main Street Bistro or maybe a new pair of shoes? Why not a ten-day trip to the Far East? A college education for your newborn? A significant contribution to your favorite charity or contributing to your financial independence? At Family Legacy, we’ve been helping our clients plan their financial futures since 1995. Our clients receive personal, professional and discreet counseling tailored to their individual needs. We’ll help you define your risk tolerance and invest your money based on your individual asset allocation. We’ll help you take care of the people that matter most to you, and protect what you’ve worked so hard to attain. We’ll ask individualized questions, listen to your answers then help you to meet your financial goals. This profile is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our profile or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to learn more about what we do.
Family Legacy revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Family Legacy has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Family Legacy has never raised funding before.
Family Legacy Tech Stack
Discover the technologies and tools that power Family Legacy's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Security
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Miscellaneous
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Netherlands
Denmark
Canada
Frequently asked questions
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