Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Legacy Planning Partners logo — Power of Collaboration

Legacy Planning Partners

Power of Collaboration

Founded 1999 United States Horsham, United States 39 employees Financial Services, Insurance

General Information

Company Name Legacy Planning Partners
Founded Year 1999
Location United States Horsham, United States +3
Employees 39
Industries Financial Services, Insurance
Social

Get notified when Legacy Planning Partners moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Legacy Planning Partners

Legacy Planning Partners is a United States-based financial planning firm founded in 1999, with a focus on providing objective financial advice and services to individuals and businesses. The company's slogan, "Power of Collaboration," reflects its ethos of working closely with clients to shape their financial destinies and help them achieve the lives they desire. Legacy Planning Partners offers a range of independent advice and financial solutions in areas such as Financial Planning, Business Exit Planning, Investment Management, Risk Management & Protection Planning, Debt Management & Cash Flow Planning, Estate & Tax Planning, and Retirement Plan Services. The firm's commitment to its clients is evident in its adherence to a plan that manages both opportunities and risks, ultimately aiming to help clients on their financial paths. Legacy Planning Partners operates as an independent, fee-based firm and provides securities and advisory services through Commonwealth Financial Network®, emphasizing transparency and client-focused financial management. The company's headquarters is located at 600 W Germantown Pike Ste 261, Plymouth Meeting, PA 19462, and can be contacted at (484) 534-2654. Furthermore, Legacy Planning Partners outlines its geographic reach, strictly offering services to individuals residing in specific states within the U.S. The firm's dedication to compliance is demonstrated through its adherence to various state requirements and registration regulations regarding investment products and services. This approach aligns with the company's ethos of providing tailored and personalized financial services to its clients. Overall, Legacy Planning Partners' emphasis on collaboration, objective advice, and a comprehensive range of financial services positions it as a stalwart player in the financial services and insurance industries. As the firm continues to navigate and evolve within the financial landscape, its dedication to client success and a comprehensive approach to financial planning underpin its trajectory. With a strong foundation laid since its establishment, Legacy Planning Partners stands as a noteworthy entity within the financial services sector, poised for potential growth and continued client impact in the future.

Taxonomy: financial planning, investment management, retirement planning, business exit planning, estate planning, tax planning, debt management, cash flow planning, independent financial advice, fee-based financial services, financial advisory services, financial solutions, advisory services

No funding data available for Legacy Planning Partners yet.

Get notified when Legacy Planning Partners raises funding

Legacy Planning Partners Alternatives & Competitors

Legacy Planning Partners vs
Gregory Ricks & Associates
Gregory Ricks & Associates United States

Total Wealth Authority®

17 employees
Financial Services
Legacy Planning Partners vs
Back Cove Financial
Back Cove Financial United States

Honest, Independent, Experienced

10 employees
Financial Services, Wealth Management
Legacy Planning Partners vs
Chatterton & Associates
Chatterton & Associates United States

Our team includes highly skilled professionals in wealth management, retirement, tax, and estate pla...

32 employees
Financial Services, Wealth Management

FAQ About Legacy Planning Partners

Power of Collaboration
Legacy Planning Partners was founded in 1999.
Legacy Planning Partners is headquartered in Horsham, United States.
Legacy Planning Partners operates in the following industries: Financial Services, Insurance.
Legacy Planning Partners has approximately 39 employees.
Top alternatives and competitors to Legacy Planning Partners include Gregory Ricks & Associates, Back Cove Financial, Chatterton & Associates, Compass Investment Advisors, The Manning Companies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Legacy Planning Partners and Gregory Ricks & Associates are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Legacy Planning Partners and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

See how it works

One analytics cookie (Google Analytics). Cookie Policy