The Philadelphia Inquirer and Daily News Top Workplaces 2011
Legacy Planning Partners
- Employees in region:
- Financial Services & Insurance
- HQ location:
- Plymouth Meeting, PA
Legacy Planning Partners is a fee based financial planning firm which provides comprehensive financial advice and services to individuals and businesses. Our credentialed employees of advisors and staff have decades of experience in delivering and coordinating services in the areas of investment management and retirement income planning, risk management and protection planning, debt management and cash flow planning, wealth transfer and estate planning, business succession planning, and employee benefits. We have a unique 6 step financial planning process which is centered around our client’s goals and objectives.
Our ability to listen and understand each client’s unique story and situation differentiates us from our competition. There are no ‘assembly line’ plans here! Our mission is to provide personalized financial planning that makes a significant difference in the lives of our clients.
“The people in my team are very nice and respectful to myself and others. The manager is extremely nice as well and listens to any issues we may have and works to resolve them.”
“I have a boss who is truly amazing. He gives me a challenge everyday just to keep one step ahead of him. He is detailed, organized, multi-tasks, respectful, caring, honest and fun. ”
“Being understanding when certain issues arise. Also, standing up for you when you need support from the whole team.”