Family Legacy Financial Solutions Revenue
Financial Services • 
6501 Weston Pkwy, 300, United States • 1-10 Employees
Family Legacy Financial Solutions 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 |
Key Contact at Family Legacy Financial Solutions
Jennifer Stubbolo
Hr & Operations Director
Company overview
| Headquarters | 6501 Weston Pkwy, 300, Cary, North Carolina 27513, US |
| Phone number | +19193799000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Tax Planning, Wealth Management, IRA, Annuities, Retirement Planning, Life Insurance, 401K, Long-Term Care, 529 Plans, Estate Planning (Non-Legal) |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Family Legacy Financial Solutions Email Formats
Family Legacy Financial Solutions uses 3 email formats. The most common is {first initial} (e.g., j@familylegacync.com), used 42.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@familylegacync.com | 42.9% |
{first name} | john@familylegacync.com | 28.6% |
{first name}{last name} | johndoe@familylegacync.com | 28.6% |
About Family Legacy Financial Solutions
At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances. We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients needs and their best interests. Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of family, authenticity, transparency, empowering and educating clients, and Family Legacy Financial Solutions was born. We welcome you to explore our site, which is filled with articles, newsletters, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer. _______________ Disclosure: Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Family Legacy Financial Solutions has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Family Legacy Financial Solutions has never raised funding before.
Family Legacy Financial Solutions Tech Stack
Discover the technologies and tools that power Family Legacy Financial Solutions's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Programming languages
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Australia
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Spain
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Frequently asked questions
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