Legacy Planning Group, Llc
Over 75 years of experience in insurance,financial planning and retirement planning. We help provide peace of mind and excellent assistance that leaves our customers satisfied with our services. Legacy Planning Group are the premier brokers of the top carriers, representing the interests of the client at all times. Our staff certifications and associations include GAMA, FINRA, NAIFA, NIPR and MDRT. At Legacy Planning Group, we believe it to be our responsibility to:* Hold our profession in high esteem and strive to enhance its prestige.* Fulfill the needs of our clients to the best of our ability.* Maintain our clients’ confidence.* Render exemplary service to our clients and their beneficiaries.* Adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives.
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Verified contacts
9
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DG
Diego Goez
Managing Partner · General Business & Management
EmailPhone - TB
Tina Bologna
Senior Marketing Executive · Advertising & Marketing
EmailPhone - CW
Charles W. Shain
Financial Professional · Finance & Accounting
EmailPhone - MV
Mario Vitale
Insurance Consultant · Sales & Business Development
EmailPhone
Showing 4 of 9 verified contacts
Top roles at Legacy Planning Group, Llc
9 distinct titles indexed · top 9 shown.
- 1consultant
- 1financial professional
- 1general manager
- 1health account rep
- 1insurance broker
- 1insurance consultant
- 1insurance producer
- 1managing partner
- 1senior marketing executive
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