contact name: Chad Reyes
contact job function details: ceo
contact job function:
contact job title: President and CEO
contact job seniority: c_suite
contact person city: New York
contact person state: New York
contact person country: United States
contact person zip code:
business name: Wealth and Legacy Group
business domain: wealthandlegacygroup.com
business facebook URL:
business linkedin: http://www.linkedin.com/company/1618847
business twitter:
business website: http://www.wlgprivateclient.com
business angellist:
business found year: 2010
business city:
business zip code: 10314
business state: New York
business country: United States
business language: English
business employee: 2
business category: finance
business specialty: protection first planning, charitable planning, business continuity planning, philanthropic planning, premium financed life insurance, intergenerational split dollar, love legacy planning, pension planning, love quotlegacyquot planning, life insurance planning, the love based multigenerational experience, advanced life insurance planning, estate & wealth transfer planning, financial services
business technology: apache,mobile_friendly,wordpress_org,wordpress_com,google_font_api,godaddy_hosting
the portfolio format is a fundamental part
business description: We exclusively serve wealth creators who are mission driven business owners, entrepreneurs and industry leaders We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth
