Legacy Consulting Group Information
Contact top employees from
Legacy Consulting Group
Summary
Legacy Consulting Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Plano, Texas, USA. The number of employees ranges from 25 to 100. The annual revenue of Legacy Consulting Group varies between 5.0M and 25M. To connect with Legacy Consulting Group employee register on SignalHire.
Organization Website | legacyconsultinggroup.com |
Social Links |   |
Phone Number | 972-599-4750 |
Industries | |
Headquarters Location | 5340 Legacy Dr, Plano, Texas, 75024 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Transitions, Divorce, Investment Management, Life Planning, Retirement, Financial Advising |
DMA Code | Dallas-fort Worth Metropolitan Area |
Founded | 1997 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 25 - 100 | 10.4M | $0 | |
| - | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Legacy Consulting Group shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years8% for 5–7 years12% for 8–10 years60% have over 11 years of service at Legacy Consulting GroupEx-employees positions
In Company
In New Company
Contact top employees from
Legacy Consulting Group
Steve Wachs
Owner
Luke Мiller
Owner
Luke Dowell
Staff Accountant
Chris Flores
Chief Operating Officer
Bryan Miller
Senior Consultant
Sharon Dunn
Office Administrative Assistant
Mary Amormino
Chief Marketing Officer
Jennifer Thill Boling
Operations & Compliance Manager
Danielle Richardson
Chief Executive Officer
Roger Shake
Partner
Ivan De Irish
Managing Director
Matthew Quinn
Senior Investment Advisor
Alexandra Greer
Staff Accountant
Kimber Oldham
Director Of Client Relations
Kelly Holifield
Client Service Representative
Priyanka vaishnavi
Business Development Executive
David Foster
Founding Partner
Brad Jones
EVP
Priyanka Chanderiya
HR Recruiter
Legacy Consulting
Business Owner
pallavi ahlawat
HR Manager
Greg Clearman
President /CEO
Dinesh Kumar
HR Recruitment
Jennifer Schmitt, CFP®, CPA
Certified Financial Planner, Certified Public Accountant
Rajni Permar
HR Recruiter
Similar Companies
FAQ
Legacy Consulting Group operates in the Finance industries. More details can be found on the official website: legacyconsultinggroup.com.
The headquarters of Legacy Consulting Group are located in Plano, United States.
You can contact Legacy Consulting Group by phone at 972-599-4750.
Legacy Consulting Group currently employs 1-10 people.
Legacy Consulting Group's revenue is approximately 14M.
Well-known competitors of Legacy Consulting Group include WealthPoint Advisors and One Oak Wealth Management.
