Legacy Financial Advisors
Financial Services • 
Westborough, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 1500 W Park Dr, Suite 100, Westborough, Massachusetts 01581, US |
| Phone number | +18004279781 |
| Website | |
| NAICS | 52 |
| Founded | 1987 |
| Employees | 11-20 |
| Socials |
Key Contact at Legacy Financial Advisors
Matthew Pescatore Chfc
Owner/Senior Advisor
Legacy Financial Advisors Email Formats
Legacy Financial Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Legacy Financial Advisors
We at Legacy Financial Advisors, Inc. desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them, so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Securities and investment advisory services offered through SagePoint Financial Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Legacy Financial Advisors revenue & valuation
| Annual revenue | $3,064,272 |
| Revenue per employee | $279,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Legacy Financial Advisors has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Legacy Financial Advisors has never raised funding before.
Legacy Financial Advisors Tech Stack
Discover the technologies and tools that power Legacy Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
India
United Kingdom
Frequently asked questions
4.8
40,000 users
