W4841 County Rd A
Fredonia, WI 53021 - Ozaukee County
(414) 750-2901
Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs). Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP http://businesspod.biz/why-choose-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/employee-ownership/ and https://excellegacygroup.com/blog/.
About Excel Legacy Group,:
Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs). Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP http://businesspod.biz/why-choose-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/employee-ownership/ and https://excellegacygroup.com/blog/.
Categories: Financial Planning Consultants, Finance, Investment Services & Advisors and Retirement Planning Consultants & Services
Services: ESOP - Employee Stock Ownership Plan Implementatio, Feasibility Studies, Debt Raise, Trustee Introduction, Valuation, Closing, Communication/Celebration, Second-bite Growth Strategies
Business Hours:
| Sunday: | Closed |
| Monday: | 09:00am to 05:00pm |
| Tuesday: | 09:00am to 05:00pm |
| Wednesday: | 09:00am to 05:00pm |
| Thursday: | 09:00am to 05:00pm |
| Friday: | 09:00am to 05:00pm |
| Saturday: | Closed |
| Holiday: | Closed |
- Annuities
- ANNUTIES
- Bad Credit Loans
- Bonds
- Business Planning
- CAR INSURANCE
- Charitable Trusts
- Checking Accounts
- COLLEGE SAVINGS
- Commissions
- Disability Insurance
- Discount Title Loan
- E-Services
- Fee-Based Services
- Finance
- Financial Advisor
- FINANCIAL PLANNER
- Financial Planning
- Growth Funds
- Income Funds
- Inheritance Planning
- IRA's
- IRAs
- KEOGH Plans
- Life Insurance
- Payday Loans
- Personal Planning
- Profit Sharing
- RENTER'S INSURANCE
- Research
- RV Title Loans
- Savings Accounts
- Securities
- Stocks
- Tax Planning
- Term Care
- Title Loans
- Trust Planning
- Wealth Management
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