Legacy Planning Alliance

Financial Services • Virginia Beach, Virginia, United States • 1-10 Employees

Company overview

Headquarters	911 First Colonial Rd., Suite 100, Virginia Beach, VA 23454, US
Phone number	+17579656884
Website	legacyplan.net
NAICS	52
SIC	628
Keywords	Health Insurance, Retirement Planning, Life Insurance, Estate Planning, Investment Management, Diversified Asset Planning
Founded	1989
Employees	1-10
Socials

Key Contact at Legacy Planning Alliance

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.

Format	Example	Percentage
{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.

Legacy Planning Alliance revenue & valuation

Annual revenue	$3,579,199
Revenue per employee	$597,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,500,000
Total funding	No 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

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Google Workspace

Amazon Web Services

PaaS

Cloudflare Bot Management

Security

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

Google Tag Manager

Tag managers

HSTS

Security

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.

Key Contact at Legacy Planning Alliance

Joe Maggiore

President

4.8

40,000 users