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Legacy Builders Financial Logo
Legacy Builders Financial CB Rank
1583964
Heat Score
64
Legacy Builders Financial offers financial planning services.
Founded
obfuscation
Private Folsom, California, United States1-10 legacybuildersfinancial.com
Financial Services
Professional Services
Overview

Legacy Builders Financial
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Legacy Builders Financial

CB Rank
1583964
Legacy Builders Financial offers financial planning services.
Founded
obfuscation
Private Folsom, California, United States1-10 legacybuildersfinancial.com
Financial Services
Professional Services

Details

Operating Status Active
Company Type For Profit
Phone Number 1 916-758-2043
Contact Email charles@legacybuildersfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fee-Only Financial Planning and Investment Advisory
Provides personalized financial planning and investment advice without commissions, focusing solely on clients' individual financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$72.2KThis year, Legacy Builders Financial is projected to spend $72.2K on IT, according to Aberdeen.

Active Website Tech Count

4Legacy Builders Financial is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Rackspace CDN.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Builders Financial's headquarters? Legacy Builders Financial is located in Folsom, California, United States.Who are Legacy Builders Financial's competitors? Alternatives and possible competitors to Legacy Builders Financial may include Betterment, Charles Schwab, and  Wealthfront.
Who We Are
What We Do
Helpful Links
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