Legacy Full Circle Financial & Insurance Services
Financial Services • 
Covina, California, United States • 21-50 Employees
Company overview
| Headquarters | 903 N., Covina, CA 91724, US |
| NAICS | 52 |
| Keywords | Financial Education, Retirement Planning, Life Insurance |
| Employees | 21-50 |
Key Contacts at Legacy Full Circle Financial & Insurance Services
Miguel Contreras
Director Of Agencies
Laura Ortiz
Owner
Carmen Barron
Executive Director Of Agencies
Israel Olguin
Executive Director Of Agencies
Legacy Full Circle Financial & Insurance Services Email Formats
Legacy Full Circle Financial & Insurance Services 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 Full Circle Financial & Insurance Services
Legacy Full Circle Financial and Insurance Services is a firm that is dedicated to reaching out to hard working families. In a time where many families are struggling, we believe that spreading knowledge of financial concepts can reverse the effects of the economic epidemic that is weakening our country. Our primary objective is to help families understand the basic concepts of how money works. We help them assess the decisions they have made and provide them with options they never knew were available to them. We know that the financial industry has done a poor job of servicing communities where the help is needed most. Legacy Full Circle has made a commitment to take a stand for hard working families. We believe that everyone who wants to strengthen their financial situation, regardless of social economic background, deserves access to the same opportunities, information, products and services provided to the affluent. Legacy’s founding principle is: Doing what is right for all of our clients 100% of the time! Our Mission: Empowering Families and Communities with the Knowledge to Build a Strong Financial Legacy!
Legacy Full Circle Financial & Insurance Services revenue & valuation
| Annual revenue | $3,678,865 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Legacy Full Circle Financial & Insurance Services has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Legacy Full Circle Financial & Insurance Services has never raised funding before.
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