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Excel Legacy Group, LLC

Local Financial Services
Fredonia, Wisconsin, 53021

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Contact Information

Company
Excel Legacy Group, LLC
Position
Owner
Online Social Profiles
Phone Number
414-750-2901
Location
W4841 County Rd A
Fredonia, Wisconsin, 53021
United States

Company Details

Year Established
2020
Hours of Operation
Mon to Fri - 8 AM - 5 PM
Sat - Special Appointments only
Sun - Closed
Accepted Forms of Payments
Check / Cheque, Master Card, Visa, Invoice, PayPal, Wire Transfer

About Excel Legacy Group, LLC

Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs) http://businessgeek.biz/2023/05/14/when-to-use-an-employee-stock-ownership-plan-esop/. Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP. We are committed to providing our clients with the highest quality service and support possible, from start to finish. Upon completion of our services, we will also organize and execute a company event to celebrate and communicate these new changes for your employees and communities. For more information about our services, please visit our site at https://excellegacygroup.com/esop-planning/ and https://excellegacygroup.com/succession-planning-for-businesses/.

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