Legacy Wealth Strategies
Financial Services • 
Frisco, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 2600 Network Blvd., Suite130, Frisco, Texas 75034, US |
| NAICS | 52 |
| Keywords | Business Succession Planning, Succession Planning, Employee Benefits, Asset Protection, Annuities, Income Protection, Retirement Planning, Life Insurance, Estate Planning, Retirement Income Strategies, Legacy Planning, Multi-Generational Planning, Charitable Giving, Long-Term Care Insurance, Small Business Planning, Business Exit Strategy, 401K Rollovers, Wealth Preservation Planning, Key Person Protection, Business Insurance Planning, Buy-Sell Agreements, Education Funding Strategies, Wealth Transfer Strategies, Lifetime Income Strategies, Multi-Generational Wealth Transfer, Grandchild Gifting, Supplements To Employee Benefits |
| Employees | 1-10 |
Key Contact at Legacy Wealth Strategies
Christian Gomez
Principal and Founder at Legacy Wealth Strategies LLC
About Legacy Wealth Strategies
Christian Gomez with Legacy Wealth Strategies LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Christian Gomez is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Christian Gomez is not licensed in all jurisdictions. Christian Gomez is also a Registered Representativeof and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 2600 Network Blvd., Suite 130 Frisco, TX 75034 Tel: 214-893-7492 Legacy Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Legacy Wealth Strategies revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Legacy Wealth Strategies has never raised funding before.
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Frequently asked questions
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