Family Legacy, Inc. Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Family Legacy, Inc. operates in the financial services sector, providing personalized financial guidance aimed at helping clients define risk tolerance, allocate assets, and plan for their future needs. The company emphasizes discreet, one-on-one counseling tailored to individual circumstances, with a focus on preserving and directing resources for important personal goals such as education, charitable giving, and financial independence. Based in Greenville, South Carolina, the firm has a small local footprint and serves clients through a confidential, client-centered approach rooted in long-standing service since 1995. The business targets individuals seeking structured, individualized wealth planning and risk-managed investing, positioning itself as a local advisor that emphasizes listening to clients and aligning strategies with their articulated objectives.

Find Family Legacy, Inc. employees' phone numbers or email addresses

Family Legacy, Inc. Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Family Legacy, Inc.'s Leadership

  • Stylized image of a person
    A. B.
    Cco & Tax And Business Services Manager
    Phone icon
  • Stylized image of a person
    D. S.
    Tax & Business Services Manager
    Phone icon
  • Stylized image of a person
    C. R.
    Paralegal
    Phone icon
  • Stylized image of a person
    C. S.
    CPA, MPACC
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  • Stylized image of a person
    R. D.
    Executive Administrator
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  • Stylized image of a person
    J. W.
    Phone icon

Family Legacy, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Human Resources
  • Legal
  • Other
  • Accounting
  • Administrative

Contact profiles from Family Legacy, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Tax & Business Services Manager
    Phone icon
    United StatesSouth Carolina
    Jun 27, 2026
  • Stylized image of a person
    C. R.
    Paralegal
    Phone icon
    United StatesSouth Carolina
    Apr 25, 2025
  • Stylized image of a person
    C. S.
    CPA, MPACC
    Phone icon
    United StatesSouth Carolina
    Jul 07, 2024
  • Stylized image of a person
    R. D.
    Executive Administrator
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    A. B.
    Cco & Tax And Business Services Manager
    Phone icon
    United StatesSouth Carolina
    Jun 28, 2026
  • Stylized image of a person
    J. W.
    Phone icon
    Jan 30, 2024

Frequently Asked Questions

What is Family Legacy, Inc. known for?

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Family Legacy, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 900 Pendleton Street Suite 200 Greenville, South Carolina 29601 United States; you can contact the main corporate office by phone at . Explore Family Legacy, Inc.'s company overview page for more information.

What is Family Legacy, Inc.'s most common email format?

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Family Legacy, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Legacy, Inc. email formats with LeadIQ.

How many employees does Family Legacy, Inc. have currently?

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Family Legacy, Inc. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Family Legacy, Inc.'s key employees and leadership?

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As of July 2026, Family Legacy, Inc.'s key employees include:

  • Cco & Tax And Business Services Manager: A. B.
  • Tax & Business Services Manager: D. S.
  • Paralegal: C. R.
  • CPA, MPACC: C. S.
  • Executive Administrator: R. D.

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