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Legacy Planning Partners

Locations: 600 West Germantown Pike Suite 261 Plymouth Meeting, PA 19462, US + (+3 more)

Company Size: 1 - 100

Industry: Financial Services

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AI Description

Kelli (Benedict) Beckstrom

Skilled project manager with experience in Marketing, Advertising and Financial Services

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Jan Graybill, CFP®, CLU, ChFC, CEPA®, MSFS

CEO & Senior Partner of Legacy Planning Partners

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Cori Neith

Division Manager

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Jennifer Hodson, CFP®, RICP®, CEPA

Senior Advisor and Associate Partner at Legacy Planning

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Steven La Porte

Senior Advisor at Legacy Planning Partners

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Joseph Freemont

Associate Advisor at Legacy Planning Partners

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Maggie Colsher

Finance Services Associate at Legacy Planning Partners

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