Legacy Wealth Partners
Financial Services • 
Tampa, Florida, United States • 51-100 Employees
Company overview
| Headquarters | 4830 W Kennedy Boulevard., Suite 800, Tampa, FL 33609, US |
| Phone number | +12028058538025 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Insurance, Retirement |
| Employees | 51-100 |
| Socials |
Key Contacts at Legacy Wealth Partners
Ashley Sherman
Director Of Advisor Operations
Erik Fischer
Managing Director, Certified Financial Planner ™ Professional
Matt Douce
Director Of Financial Planning
Megan Ballard
Marketing Director
Carol Murray
New Business Director
Stephen Cardoza
Owner
Legacy Wealth Partners Email Formats
Legacy Wealth Partners uses 3 email formats. The most common is {2char} (e.g., {2char}@wealthenhancement.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@wealthenhancement.com | 44.4% |
{first name}{last name} | johndoe@wealthenhancement.com | 44.4% |
{first name} | john@legacywp.com.au | 11.1% |
About Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing
Legacy Wealth Partners revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $44,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Legacy Wealth Partners has 30 employees across 5 departments.
Departments
Number of employees
Funding Data
Legacy Wealth Partners has never raised funding before.
Legacy Wealth Partners Tech Stack
Discover the technologies and tools that power Legacy Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
United Kingdom
Taiwan, Province of China
France
Ukraine
Germany
DenmarkFrequently asked questions
4.8
40,000 users
