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Legacy Financial Planning

is a provider of risk management, retirement planning and insurance services... Read more
OverviewCompetitorsNews & Insights

Legacy Financial Planning

is a provider of risk management, retirement planning and insurance services... Read more
Legacy Financial Planning Co-Founder: Brian Bedford

Co-Founder

Brian Bedford

CEO Approval Rating

82/100

2012

PrivateSubsidiary of Raymond James Financial, Inc.

Banking, Financial Services and Insurance
Investment Banking and Securities
6282 NAICS listing

Est. Annual Revenue
$100K-5.0M
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Est. Employees
1-25
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News

Apr 03, 2019
Rochester Business Journal
Legacy Financial Planning: Legacy Financial Planning
Oct 16, 2018
InvestmentNews
Legacy Financial Planning: Raymond James snags $285 million team from LPL in Rochester, N.Y.

Legacy Financial Planning Competitors

1Frisch Financial
2Alliance Advisory Group, Inc.
3Sterling Financial Planning
4Rockefeller
5Lebenthal
6Seneca Financial Advisors
7Biagini Grassi
8Buffalo Underground
9Buffalo Web Work
10PCA
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