Wiza logo
Wiza logo
Get a demo
Get started for free
Log in
Log in
Sign up

Legacy Planning Partners

Go to website

Facts about Legacy Planning Partners

Description
Legacy Planning
Website
legacy-online.com
HQ Location
Plymouth Meeting, PA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of Legacy Planning Partners

X
Facebook
Linkedin
@legacy-planning-partners

Legacy Planning Partners employees

Brendan Speers avatar
Brendan Speers
Partner | Director of Retirement Plan Services
Robert Wermuth avatar
Robert Wermuth
Senior Partner
Kevin Donohue avatar
Kevin Donohue
Partner
Cori Neith avatar
Cori Neith
Division Manager
Sam Stroud avatar
Sam Stroud
Financial Advisor
Matthew Kulp avatar
Matthew Kulp
Senior Advisor/Partner
Carl Elkins avatar
Carl Elkins
Financial Advisor
Jeff Dye avatar
Jeff Dye
Financial Planner
Melissa Gerhardt avatar
Melissa Gerhardt
Financial Advisor
Ethan Pensak avatar
Ethan Pensak
Certified Retirement Counselor
Ryan Moore avatar
Ryan Moore
Client Relationship Manager
Monica Fox avatar
Monica Fox
Client Relationship Manager
Natalie Hodak avatar
Natalie Hodak
Chief Operating Officer
Jan Graybill avatar
Jan Graybill
Financial Advisor
Knar Farmanian avatar
Knar Farmanian
Customer Service Specialist

Frequent questions about Legacy Planning Partners

How many employees does Legacy Planning Partners have?
Legacy Planning Partners has approximately 11-50 employees.
What is Legacy Planning Partners's industry?
Legacy Planning Partners is involved in the industry of Financial Services.
Where is Legacy Planning Partners's headquarters?
Legacy Planning Partners's headquarters is located in Plymouth Meeting, PA, United States.
What is the website of Legacy Planning Partners?
You may visit their official website at https://legacy-online.com
Find anyone's contact info.
Get 20 free email reveals
Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

abcdefghijklmnopqrstuvwxyz
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.
Wiza logo
The future of prospecting © 2026 Wiza
“Wiza is a sales prospecting & engagement platform.”
Divider
hello@wiza.co
Social
Social
Social
Social
Solutions
Resources
Company
Divider
Disclaimer: Wiza, Inc is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Microsoft or LinkedIn, or any of their subsidiaries or affiliates.
The name LinkedIn, as well as related names, marks, logos, emblems, and images are registered trademarks of their respective owners.