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Legacy Planning Alliance

Legacy Planning Alliance

Financial ServicesFlag of USVirginia Beach, Virginia, United States1-10 Employees

Company overview

Headquarters911 First Colonial Rd., Suite 100, Virginia Beach, VA 23454, US
Phone number+17579656884
Website
NAICS52
SIC628
Keywords
Health Insurance, Retirement Planning, Life Insurance, Estate Planning, Investment Management, Diversified Asset Planning
Founded1989
Employees1-10
Socials

Key Contact at Legacy Planning Alliance

Flag of US

Joe Maggiore

President

Legacy Planning Alliance Email Formats

Legacy Planning Alliance uses 2 email formats. The most common is {first initial} (e.g., j@legacyplan.net), used 50% of the time.

FormatExamplePercentage
{first initial}
j@legacyplan.net
50%
{first name}
john@legacyplan.net
50%

About Legacy Planning Alliance

Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets unlike the typical advisor's “one size fits all” management approach.

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Legacy Planning Alliance revenue & valuation

Annual revenue$3,579,199
Revenue per employee$597,000
Estimated valuation?$11,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Vice President

Employees by Department

Legacy Planning Alliance has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Legacy Planning Alliance has never raised funding before.

Legacy Planning Alliance Tech Stack

Discover the technologies and tools that power Legacy Planning Alliance's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Amazon S3

Amazon S3

CDN

Google Workspace

Google Workspace

Email

Amazon Web Services

Amazon Web Services

PaaS

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

Google Tag Manager

Google Tag Manager

Tag managers

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Frequently asked questions

Legacy Planning Alliance is located in Virginia Beach, Virginia, US.
You can reach Legacy Planning Alliance at +17579656884.
Legacy Planning Alliance was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
Legacy Planning Alliance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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