Wealth Legacy Group

Wealth Legacy Group

Financial Services, 4540 Kearny Villa Rd Ste 114, San Diego, California, 92123, United States, 1-10 Employees

wealthlegacygroup.com

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Who is WEALTH LEGACY GROUP

Trusted Advisor To The Exceptional Entrepreneur, Executive, Professional And Franchise Owner. Through our proprietary and comprehensive process, Wealth Legacy Group helps clarify what mat...

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  • 4540 Kearny Villa Rd Ste 114, San Diego, California, 92123, United States Headquarters: 4540 Kearny Villa Rd Ste 114, San Diego, California, 92123, United States
  • 2004 Date Founded: 2004
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 524126 | Show More

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Wealth Legacy Group Org Chart and Mapping

Employees

Carter Smith

Financial Research Analyst

Rj Kelly

Founder and Chief Visionary Officer

Marlene Diaz

Executive Assistant/Case Manager

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Frequently Asked Questions Regarding Wealth Legacy Group

Answer: Wealth Legacy Group's headquarters are located at 4540 Kearny Villa Rd Ste 114, San Diego, California, 92123, United States

Answer: Wealth Legacy Group's phone number is +18*********

Answer: Wealth Legacy Group's official website is https://wealthlegacygroup.com

Answer: Wealth Legacy Group's revenue is $1 Million to $5 Million

Answer: Wealth Legacy Group's SIC: 6282

Answer: Wealth Legacy Group's NAICS: 524126

Answer: Wealth Legacy Group has 1-10 employees

Answer: Wealth Legacy Group is in Financial Services

Answer: Wealth Legacy Group contact info: Phone number: +18********* Website: https://wealthlegacygroup.com

Answer: Trusted Advisor To The Exceptional Entrepreneur, Executive, Professional And Franchise Owner. Through our proprietary and comprehensive process, Wealth Legacy Group helps clarify what matters most to clients. Having clarity brings a prioritizing of goals. Having crystallized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays on target to reach higher levels of results and satisfaction. So, are you ready to plan a better and brighter future?

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