Legacy Wealth Planner, Llc
Legacy Wealth Planner creates customized financial plans for each and every client. Our business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals. Securities offered through Saxony Securities, Inc, member FINRA, SIPC, Past performance is not indicative of future results. Speak to your tax professional prior to investing. All investing involves risk of loss of some or all principal invested. Click here for Saxony Securities’ Form CRS.
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Verified contacts
3
available on Kipplo
LinkedIn employees
2
11 to 50 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- RR
Romila Roshan
Associate Manager- Client Relations · General Business & Management
EmailPhone - KT
Khushbu Trivedi
Operations Specialist · Operations
EmailPhone - SP
Supriya Pai
President & Chief Executive Officer · Other
EmailPhone
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Top roles at Legacy Wealth Planner, Llc
3 distinct titles indexed · top 3 shown.
- 1associate manager- client relations
- 1operations specialist
- 1president & chief executive officer
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