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The Legacy Group

The Legacy Group Email Formats

Financial ServicesFlag of USSyosset, New York, United States1-10 Employees

The Legacy Group Email Formats

The Legacy Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@legacygroupny.com), used 100% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@legacygroupny.com
100%

Key Contacts at The Legacy Group

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Don Riccio

Founder - President

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Ted Kernosh

Director Of Field Operations

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Stephen Carta

Founder/Manging Director

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Steven Brooks

Regional Sales Director

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Angela Gange

Small Business Owner

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Jim Toth

Owner/Licensed Agent

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Liz Todd

Broker/Owner

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Eric Roldan

Co-Founder

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Mindy Williams

Director Of First Impressions

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Johnny Barnett

Managing Director

Company overview

Headquarters6800 Jericho Tpke, suite 202, Syosset, New York 11791, US
Phone number+15166823383
Website
NAICS52
Keywords
Risk Management, Financial Services, Wealth Management, Disability Insurance, Annuities, Asset Management, Business Succession, Retirement Planning, Life Insurance, Business Planning, Executive Benefits, Long Term Care, Financial Planning, Estate Planning, Trust Planning, Gift Planning, Individual Planning, Buy-Sell Planning
Founded2021
Employees1-10
Socials

About The Legacy Group

The Legacy Group New York is comprised of Personal Estate and Business Advisors who are dedicated to helping high net worth clients preserve their wealth and high earning individuals accumulate wealth. With over a combined 100 years of experience, The Legacy Group is guided by a 3D Planning approach rooted in a process that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives. This allows for coordination gaps in existing plans to be identified and aids future planning efforts. Clients like working with the Legacy Group because of one simple mission, to teach people in time to make a difference. A service-first and client-centered philosophy allows our advisors to build long-term meaningful relationships with clients and support them in their life journey, so they can live a life of greater confidence, choice, and financial freedom.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

The Legacy Group has 37 employees across 9 departments.

Departments

Number of employees

Funding Data

The Legacy Group has never raised funding before.

The Legacy Group Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

Material Design Lite

Material Design Lite

UI frameworks

Slick

Slick

JavaScript libraries

Site Kit

Site Kit

Analytics

WPForms

WPForms

Form builders

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

Yoast SEO Premium

Yoast SEO Premium

SEO

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

The Legacy Group is located in Syosset, New York, US.
You can reach The Legacy Group at +15166823383.
The Legacy Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
The Legacy Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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