Legacy 401k Partners

Financial Services - Grapevine, TX, US

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Brad Grist

Partner, Chief Compliance Officer

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Legacy 401k Partners Senior Management
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Legacy 401k Partners Details

Legacy 401k Partners was founded on the principles of being a reliable, service-oriented company. We distinguish ourselves from other advisors by focusing EXCLUSIVELY on corporate retirement plans. We don't "dabble" in wealth management or try to sell your employees insurance. We focus on the retirement plan and how it impacts the employer and its employees. Few other advisors in our industry can say that.

Legacy 401k Partners logo, Legacy 401k Partners contact details
Website: legacy401k.com
Employees: 5 - 9
HQ: N/A
Location: Grapevine, TX, US
Revenue: Not Available
401k Advisor Retirement Plan Consultant Retirement Plan Design Fiduciary Investment Manager 3(21) 3(38) Employee Education Fee Benchmarking 403b Plan Consulting Executive Comp Structuring Service Provider Oversight QDIA Selection
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