Joseph Birch

Sr. Financial Planner at Legacy Wealth Management - Memphis, TN, US

Joseph Birch's Colleagues at Legacy Wealth Management
Lindsey Mazzola

Director of Client Operations

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Brienne Jackson

CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning

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Hallie Peyton

Director Of Client Services

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Rob Sievers

Director of Client Service

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Cathy Simmons

CCO

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Melissa Still

Notary Public

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Laura Brandon

Office Manager

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Joseph Birch's Contact Details
Email (Verified)
***@legacywealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
901-758-9006
Location
Memphis,Tennessee,United States
Company
Legacy Wealth Management
Joseph Birch's Company Details
Legacy Wealth Management logo, Legacy Wealth Management contact details

Legacy Wealth Management

Memphis, TN, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Since 1982, Legacy Wealth Management's approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. "Because Financial Security Doesn't Just Happen"Firm OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)

Wealth Management Comprehensive Financial Planning Portfolio Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Wealth Management
Frequently Asked Questions about Joseph Birch
Joseph Birch currently works for Legacy Wealth Management, Inc. (Memphis, TN).
Joseph Birch's role at Legacy Wealth Management, Inc. (Memphis, TN) is Sr. Financial Planner.
Joseph Birch's email address is ***@legacywealth.com. To view Joseph Birch's full email address, please signup to ConnectPlex.
Joseph Birch works in the Investment Management industry.
Joseph Birch's colleagues at Legacy Wealth Management are Lindsey Mazzola, Brienne Jackson, Hallie Peyton, Rob Sievers, Cathy Simmons, Melissa Still, Laura Brandon and others.
Joseph Birch's phone number is 901-758-9006
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