Legacy Solutions

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Legacy Solutions — overview

Assets Under Management

Type

Wealth Manager

Location

Kennett Square, PA, US

Alternative Asset Classes

-

About

Legacy Solutions is a US-based wealth manager firm. The services it offers include financial planning, risk management, portfolio management services, estate planning and retirement planning services. The wealth manager provides advisory services to individuals, business entities, trusts, estates and pension and profit-sharing plans on discretionary basis.

Legacy Solutions - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Compliance OfficerKennett Square, USGEN
Managing PartnerKennett Square, USGEN
PartnerKennett Square, USGEN
Partner & Chief Operating OfficerKennett Square, USGEN

Showing 4 of 4 known decision makers Legacy Solutions

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