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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

Company Website

AI Description

Brendan P. Speers, AIF®, CPFA

Partner | Director of Retirement Plan Services | Plan Sponsor & Participant Advocate

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Robert Wermuth, CFP®, ChFC®, CLU®, AIF®

Senior Partner at Legacy Planning Partners

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Kaitlyn Connors

Operations Coordinator

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Caitlin DePrinzio

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Sadie Markley

Author of Fleeting Moments

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Johanna Harvey (Jones)

Executive Administrative Assistant at Legacy Planning Partners

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Ethan Pensak, CRC®

Your Retirement Resource 🗺️ | Financial Planning 📚 | Wealth Advisor 💵 | Benefit Guidance 📊

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