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Legacy Wealth Partners

225 inquiries |
Financial Planning and Management Services

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21031 Ventura Blvd., Suite 103
Woodland Hills, CA 91364 | Get Directions

(818) 995-7733

http://www.legacywp.com

Call us at 818-995-7733
Or Email us at info@legacywp.com

Company Rating

AAA

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Customer Reviews

based on 0 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Legacy Wealth Partners closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

Legacy Wealth Partners specialize in a holistic wealth planning approach to address all of our clients' financial needs, tax planning and preparation, investment management, retirement planning, protection planning, and estate planning.

Primary Contact:	Brad Levin (Founder & President- CFP®, AIF®)
Business Started:	4/11/2000
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Licensing

California Department of Insurance

Verified License

License Number: 0B37199
Status: Active

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

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Additional Info

DBAs:

Levin Financial Group, Inc.

Levin Advisory Group, Inc.

Websites:
There are no additional web sites.

Contacts:

David Tracy (CFP)

Helen Galeano (Executive Assistant)

Andrew C. Bagnall (ESQ., CPA, CFP®)

Addresses:

23901 Calabasas Road Suite 1060, Calabasas, CA, 91302

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