FL Yellow Pages > Inverness
2953 East Gulf To Lake Highway
Inverness, FL (Florida) 34453-3249
(352) 637-3230 (Primary Phone)



Business Details
7 years
Since 2008
Alexander Malley (Owner)
Products: Annuities, Bonds, Government Securities, Iras, Mutual Funds, Rollover Plans, Simple Ira, Stocks, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services: Asset Management, Beneficiaries, College Funding, Employee Benefit Plans, Estate Planning, Estimates, Family Wealth Planning, Fee-Based Services, Income Planning, Income Tax, Indexes, Individual Services, Asset Protection, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Personal Services, Trust Management, Trust Services
Certifications: Insured
Credit Rating: Very Good
Sales Volume: 500K - 1M
Employee Size Range: 5-9
Franchise/Chain: Standalone
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Legacy Financial Associates is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services

Related Categories in Inverness, FL

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