Legacy Financial Advisors, LLC | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Legacy Financial Advisors, LLC is a financial planning firm dedicated to helping individuals and families achieve their financial goals through personalized advice and comprehensive wealth management services. They focus on retirement planning, investment management, and estate planning to secure their clients' financial future.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

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