Legacy Finance
Financial Services • 
Clovis, California, United States • 21-50 Employees
Company overview
| Headquarters | 516 Fifth St, #201, Clovis, ca 93612, US |
| Phone number | +15592974215 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2016 |
| Employees | 21-50 |
Key Contact at Legacy Finance
Marco Garcia
Company Owner
Legacy Finance Email Formats
Legacy Finance uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Legacy Finance
Looking for a financial planning and wealth management firm that's truly built on strong values and experience? Look no further than Legacy Finance! Our team is based in Old Town Clovis, CA and we're proud to offer a range of competitive services designed to help our clients build their legacy today, so they can be remembered tomorrow. What sets us apart? For starters, our President is a CFA, a prestigious designation held by fewer than 2%* of advisors. Plus, we're committed to maintaining our fiduciary duty when managing assets, providing transparency and objective advice to all of our clients. Whether you're looking for investment advice, retirement planning, or any other financial services, we're here to help. At Legacy Finance, we believe in creating a brighter financial future for everyone. Join us today and start building your legacy! *2023 Market Intelligence CFA Institute *2021 Bureau of Labor Bradley Warner (CA Insurance Lic. #0E34102) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Legacy Finance revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Legacy Finance has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Legacy Finance has never raised funding before.
Legacy Finance Tech Stack
Discover the technologies and tools that power Legacy Finance's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
Miscellaneous
Analytics
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