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Legacy Retirement Advisors Email Formats

Financial ServicesFlag of USWooster, Ohio, United States11-20 Employees

Legacy Retirement Advisors Email Formats

Legacy Retirement 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.

FormatExamplePercentage
{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%

Key Contacts at Legacy Retirement Advisors

Flag of US

Michael Hepner

Owner

Flag of US

Aaron Holder

Owner And Principal Advisor

Company overview

Headquarters4329 Cleveland Rd, Wooster, Ohio 44691, US
Website
NAICS52
SIC628
Founded1991
Employees11-20

About Legacy Retirement Advisors

Legacy Retirement Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. OUR COMMITMENT We are committed to extend our professional experience with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. OUR PRINCIPLE Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. OUR SERVICES While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: • Tax management • Investment management • Retirement strategies • Estate conservation • Insurance and annuity products We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Legacy Retirement Advisors has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Legacy Retirement Advisors has never raised funding before.

Frequently asked questions

Legacy Retirement Advisors is located in Wooster, Ohio, US.
Legacy Retirement Advisors was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.
Legacy Retirement Advisors has approximately 11-20 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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