Legacy Financial Solutions, - Registered Investment Advisor Revenue
Financial Services • 
Manchester, New Hampshire, United States • 11-20 Employees
Legacy Financial Solutions, - Registered Investment Advisor revenue & valuation
| Annual revenue | $58,400,000 |
| Revenue per employee | $4,867,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $186,900,000 |
| Total funding | No funding |
Key Contact at Legacy Financial Solutions, - Registered Investment Advisor
Jean Mathieu
Vice President
Company overview
| Headquarters | 1361 Elm Street, Suite 100, Manchester, NH 03101, US |
| Phone number | +16036477166 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Income Planning, Investment Risk Management, Investment & Estate Planning, Life Insurance And Long-Term Care Insurance, Business Benefit And Succession Planning |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
Legacy Financial Solutions, - Registered Investment Advisor Email Formats
Legacy Financial Solutions, - Registered Investment Advisor uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@legacynh.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@legacynh.com | 100% |
About Legacy Financial Solutions, - Registered Investment Advisor
At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the following beliefs: - We believe in challenging conventional wisdom in wealth accumulation – and, more importantly – wealth distribution strategies. - We believe in having income taxed one time, and all future fruits of that money should never be taxed again. - We believe in creating and utilizing proven wealth accumulation and distribution strategies, where cash flow generated from these strategies can – by law – be exempt from federal, state and local income taxes. How do we do this? - By utilizing the tax code in clear, unambiguous, uncontested ways. - By using proven, tried and true simple strategies - By employing products (with sound companies) that are specifically designed to produce the maximum income tax free cash flow allowable by law; strategies and products that will provide substantial income tax free benefits to the families of our clients during their lifetime as well as in the event of their death. Legacy Financial Solutions was founded in 1990 by Stephen N. Mathieu, President and CEO. Both Mr. Mathieu and his business partner/wife Jean Mathieu have been named Five Star Wealth Managers by New Hampshire Magazine, as they've been rated highest in overall satisfaction by clients, peers and industry experts. The award puts them in a distinguished group of just 4% of all wealth managers in the state.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Legacy Financial Solutions, - Registered Investment Advisor has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Legacy Financial Solutions, - Registered Investment Advisor has never raised funding before.
Legacy Financial Solutions, - Registered Investment Advisor Tech Stack
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