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Brands and Their Owners
| Legacy Companies, LLC, The contact information is shown below | |
| Owner: | LEGACY COMPANIES, LLC, THE |
|---|---|
| Owner Address: | 99 Derby St., Ste. 203 Hingham MA 02043 |
| Owner Web Site | |
| Owner Phone | |
| Owner Toll Free | |
| Owner Fax |
| Brand: |
CLARITY2 |
|---|---|
| Description: | Providing information and management in the field of financial services and preserving records in connection therewith;CLARITY TWO; |
| Category: | PROVIDING INFORMATION MANAGEMENT |
| Brand: |
L.E.A.D.S. |
|---|---|
| Description: | computer software for training in the field of values-based estate planning;LEADS; |
| Category: | COMPUTER SOFTWARE TRAINING |
| Brand: |
THE LEGACY COMPANIES |
|---|---|
| Description: | providing consulting to financial advisors in the field of value-based financial planning;COMPANIES; |
| Category: | PROVIDING CONSULTING FINANCIAL ADVISORS |
| Brand: |
THE LEGACY LEADERSHIP FORUM |
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| Description: | Educational services, namely, conducting training courses in the field of values-based estate planning;FORUM; |
| Category: | EDUCATIONAL SERVICES |
| Brand: |
THE LEGACY PLANNING SYSTEM |
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| Description: | Educational services, namely, conducting training courses in the field of values-based estate planning;SYSTEM; |
| Category: | EDUCATIONAL SERVICES |
| Brand: |
THE LEGACY QUESTIONNAIRE |
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| Description: | questionnaires for values-based estate planning, training and education;QUESTIONNAIRE; |
| Category: | QUESTIONNAIRES VALUES BASED ESTATE PLANNING |
| Brand: |
WEALTH OPTIMIZATION |
|---|---|
| Description: | EDUCATION SERVICES, NAMELY, PROVIDING COURSES OF INSTRUCTION TO TEACH METHODS OF FINANCIAL PLANNING; |
| Category: | EDUCATION SERVICES |
| Brand: |
WEALTH OPTIMIZATION MODEL |
|---|---|
| Description: | financial planning services; |
| Category: | FINANCIAL PLANNING SERVICES |