Legacy Full Circle Financial & Insurance Services logo

Legacy Full Circle Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Legacy Full Circle Financial & Insurance Services is a financial services firm based in California that focuses on helping families better understand how money works and the options available to them. Its stated aim is to support hard-working families by improving financial literacy and providing access to information and services that are often less accessible to non-affluent communities. The company emphasizes doing right by clients and empowering communities with knowledge to build a strong financial legacy.

With a target market of families seeking to strengthen their financial situation, the firm positions itself as a resource for assessing past decisions and exploring new options. The organization operates in the financial services sector and describes its mission as enabling families and communities to gain knowledge that supports long-term financial stability.

Find Legacy Full Circle Financial & Insurance Services employees' phone numbers or email addresses

Legacy Full Circle Financial & Insurance Services Global Highlights

Location
Employees

North America
101

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  • United States Of America
    100
  • Canada
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    4

Asia
3

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  • Philippines
    1
  • Israel
    1
  • India
    1

Oceania
3

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  • Australia
    3

Africa
1

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  • South Africa
    1

Legacy Full Circle Financial & Insurance Services's Leadership

  • Stylized image of a person
    M. H.
    Vice President Research
  • Stylized image of a person
    D. Y.
    Owner
  • Stylized image of a person
    A. S.
    Sales Director
  • Stylized image of a person
    B. R.
    Director
  • Stylized image of a person
    P. P.
    Director
  • Stylized image of a person
    N. W.
    Business Development Manager
  • Stylized image of a person
    P. S.
    Management Consultant
  • Stylized image of a person
    A. G.
    Data Entry Clerk

Legacy Full Circle Financial & Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Human Resources
  • Other

Contact profiles from Legacy Full Circle Financial & Insurance Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. Y.
    Owner
    Aug 03, 2026
  • Stylized image of a person
    M. H.
    Vice President Research
    Israel
    Jun 02, 2026
  • Stylized image of a person
    A. S.
    Sales Director
    Oct 17, 2024
  • Stylized image of a person
    B. R.
    Director
    May 20, 2026
  • Stylized image of a person
    P. P.
    Director
    Canada
    Aug 07, 2026
  • Stylized image of a person
    N. W.
    Business Development Manager
    AustraliaQueensland
    Apr 07, 2025
  • Stylized image of a person
    P. S.
    Management Consultant
    IndiaRajasthan
    Apr 16, 2026
  • Stylized image of a person
    A. G.
    Data Entry Clerk
    Oct 22, 2024
  • Stylized image of a person
    B. T. C.
    Investment Advisor Representative
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Financial Advisor
    Oct 18, 2024

Frequently Asked Questions

What is Legacy Full Circle Financial & Insurance Services known for?

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Legacy Full Circle Financial & Insurance Services operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Legacy Full Circle Financial & Insurance Services's company overview page for more information.

What is Legacy Full Circle Financial & Insurance Services's most common email format?

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Legacy Full Circle Financial & Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Full Circle Financial & Insurance Services email formats with LeadIQ.

How many employees does Legacy Full Circle Financial & Insurance Services have currently?

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Legacy Full Circle Financial & Insurance Services has approximately 51 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Legacy Full Circle Financial & Insurance Services's key employees and leadership?

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As of July 2026, Legacy Full Circle Financial & Insurance Services's key employees include:

  • Vice President Research: M. H.
  • Owner: D. Y.
  • Sales Director: A. S.
  • Director: B. R.
  • Director: P. P.

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