What departments does Legacy Planning Group, LLC have?

Legacy Planning Group, LLC has employees across 1 departments including Marketing.

What is the largest department at Legacy Planning Group, LLC?

The largest department at Legacy Planning Group, LLC is Marketing with 1 employees.

Where are Legacy Planning Group, LLC employees located globally?

Legacy Planning Group, LLC has employees across 1 continents and 2 countries including Canada, United States Of America.

How has Legacy Planning Group, LLC's team size changed over time?

Legacy Planning Group, LLC's team has decreased from approximately 6 to 5 employees based on available data.

Learn more at LeadIQ.com

Legacy Planning Group, LLC Employee Directory

InsuranceNew Jersey, United States11-50 Employees

Legacy Planning Group, LLC operates in the insurance sector, providing insurance, financial planning, and retirement planning services. With more than seven decades of experience, the firm emphasizes reliable assistance and aims to deliver peace of mind to clients. It positions itself as a broker that represents client interests when engaging with insurance carriers.
Based in Keyport, New Jersey, the company serves individuals seeking comprehensive financial protection and security strategies. The team maintains professional credentials and participates in industry associations including GAMA, FINRA, NAIFA, NIPR and MDRT, underscoring its commitment to professional standards.

Legacy Planning Group, LLC Global Highlights

North America
25

United States Of America
24
Canada
1

Legacy Planning Group, LLC's Leadership

N. C.
Owner And Principle
Mobile Phone
Email
S. M.
Managing Partner
Mobile Phone
Email
R. A.
Director Of Marketing
Mobile Phone
Email
J. M.
Manager
Mobile Phone
Email
K. G.
Principal
Mobile Phone
Email
D. R.
Deli Worker
Mobile Phone
Email

Legacy Planning Group, LLC Employee Metrics

100%

50%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other
Business
Sales

Contact profiles from Legacy Planning Group, LLC

Name

Title

Contact

Location

Last Update

N. C.
Owner And Principle
Mobile Phone
Email
Oct 21, 2024
S. M.
Managing Partner
Mobile Phone
Email
Oct 21, 2024
R. A.
Director Of Marketing
Mobile Phone
Email
Jun 02, 2025
J. M.
Manager
Mobile Phone
Email
Oct 16, 2024
K. G.
Principal
Mobile Phone
Email
Oct 17, 2024
D. R.
Deli Worker
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Legacy Planning Group, LLC known for?

Legacy Planning Group, LLC was founded in 2010 operates in the Insurance industry; you can contact the main corporate office by phone at

+1-732-847-****

. Explore Legacy Planning Group, LLC's company overview page for more information.

What is Legacy Planning Group, LLC's most common email format?

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

How many employees does Legacy Planning Group, LLC have currently?

Legacy Planning Group, LLC has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Planning Group, LLC's key employees and leadership?

As of July 2026, Legacy Planning Group, LLC's key employees include:

Owner And Principle: N. C.
Managing Partner: S. M.
Director Of Marketing: R. A.
Manager: J. M.
Principal: K. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Legacy Planning Group, LLC Employee Directory

Find Legacy Planning Group, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead