Nicholas Cfp

Director Of Financial Planning at Legacy Wealth Management - Memphis, TN, US

Nicholas Cfp's Colleagues at Legacy Wealth Management
Lindsey Mazzola

Director of Client Operations

Contact Lindsey Mazzola

Brienne Jackson

CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning

Contact Brienne Jackson

Hallie Peyton

Director Of Client Services

Contact Hallie Peyton

Rob Sievers

Director of Client Service

Contact Rob Sievers

Cathy Simmons

CCO

Contact Cathy Simmons

Melissa Still

Notary Public

Contact Melissa Still

Laura Brandon

Office Manager

Contact Laura Brandon

View All Nicholas Cfp's Colleagues
Nicholas Cfp's Contact Details
Email (Verified)
***@legacywealth.com
Get Nicholas Cfp's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Nicholas Cfp's Mobile Number
HQ
901-758-9006
Location
Germantown,Tennessee,United States
Company
Legacy Wealth Management
Nicholas Cfp'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 Nicholas Cfp
Nicholas Cfp currently works for Legacy Wealth Management, Inc. (Memphis, TN).
Nicholas Cfp's role at Legacy Wealth Management, Inc. (Memphis, TN) is Director Of Financial Planning.
Nicholas Cfp's email address is ***@legacywealth.com. To view Nicholas Cfp's full email address, please signup to ConnectPlex.
Nicholas Cfp works in the Investment Management industry.
Nicholas Cfp's colleagues at Legacy Wealth Management are Lindsey Mazzola, Brienne Jackson, Hallie Peyton, Rob Sievers, Cathy Simmons, Melissa Still, Laura Brandon and others.
Nicholas Cfp's phone number is 901-758-9006
See more information about Nicholas Cfp