Legacy Planning Group | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Legacy Planning Group is a financial planning firm that provides comprehensive wealth management and financial advisory services to individuals, families, and businesses, focusing on helping clients achieve long-term financial security and legacy goals.

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

Email visible after logging in

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