Family Wealth & Legacy LLC Overview

Who is Family Wealth & Legacy LLC

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The firm began over fifteen years ago as traditional financial advisors offering investment and retirement planning with a concentrated focus on advanced estate, business transition planning, 401(k) design and tax reduction strategies for the owners of family owned businesses. Michael Palumbos ChFC,...

Family Wealth & Legacy LLC's Address

Latitude
43.1046
Longitude
-77.58169
Address
200 Meridian Centre Blvd Ste 150, Rochester, New York

Family Wealth & Legacy LLC's Contact

Phone Number
+1 5853507273
URL
familywealthandlegacy.com

Hot Search Keywords for Family Wealth & Legacy LLC

financial advisors investment advisory family wealth 401k plan advisory services business transition family office family governance

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FAQs For Family Wealth & Legacy LLC

1. Where is Family Wealth & Legacy LLC's headquarters?

Family Wealth & Legacy LLC's headquarters is at 200 Meridian Centre Blvd Ste 150, Rochester, New York.

2. What is the official website of Family Wealth & Legacy LLC?

The official website of Family Wealth & Legacy LLC: familywealthandlegacy.com.

3. What is the revenue of Family Wealth & Legacy LLC?

The revenue of Family Wealth & Legacy LLC is $1Million - $5Million.

4. What is the SIC code for Family Wealth & Legacy LLC?

The SIC code for Family Wealth & Legacy LLC is 6282. The SIC Industry means Investment Advice.

5. What is the NAICS code for Family Wealth & Legacy LLC?

The NAICS code for Family Wealth & Legacy LLC is 5239. This code means Other Financial Investment Activities.

6. How many people does Family Wealth & Legacy LLC employ?

There are 6-10 people at Family Wealth & Legacy LLC.

7. What industry is Family Wealth & Legacy LLC in?

Family Wealth & Legacy LLC is in the industry of Financial Services.

8. What social media platforms is Family Wealth & Legacy LLC on?

Family Wealth & Legacy LLC is on these social media platforms: LinkedIn, Twitter, Fackbook.

9. What is the company type of Family Wealth & Legacy LLC?

Family Wealth & Legacy LLC can be distinguished as a private company.

10. What is the founding date of Family Wealth & Legacy LLC?

Family Wealth & Legacy LLC was founded in 2001.