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Legacy Planning Solutions Logo
Legacy Planning Solutions CB Rank
853100
Heat Score
59
Legacy Planning Solutions specializes in wealth management and legacy planning and offers insurance, tax, and debt management services.
Founded
obfuscation
Private Ridgewood, New Jersey, United States11-50 www.lps.global/
Consulting
Financial Services
Insurance
Wealth Management
Overview

Legacy Planning Solutions
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-9 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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See more interactive data and historical milestones on desktop for the best experience

About Legacy Planning Solutions

CB Rank
853100
Legacy Planning Solutions specializes in wealth management and legacy planning and offers insurance, tax, and debt management services.
Founded
obfuscation
Private Ridgewood, New Jersey, United States11-50 www.lps.global/
Consulting
Financial Services
Insurance
Wealth Management

Key People

Details

Legal Name LPS LLC
Also Known As LPS
Operating Status Active
Company Type For Profit
Founders  Rick Paray
Phone Number + 1 718 296-1200
Contact Email info@lps.global
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax Planning Services
Services aimed at minimizing tax liabilities through strategic planning and compliance.
Debt, Loan & Equity Management Services
Services focused on managing and reducing debt, loans, and equity financing to improve financial health.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$71.5KThis year, Legacy Planning Solutions is projected to spend $71.5K on IT, according to Aberdeen.

Active Website Tech Count

7Legacy Planning Solutions is actively using 7 technologies for its website, according to BuiltWith. These include SSL by Default, Common Crawl, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Planning Solutions's headquarters? Legacy Planning Solutions is located in Ridgewood, New Jersey, United States.Who are Legacy Planning Solutions's competitors? Alternatives and possible competitors to Legacy Planning Solutions may include Morgan Stanley, UBS, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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