Legacy Insurance & Financial Services is committed to excellence. Our vision is personalized service above all. We are a team that you can depend on, a team that supports your insurance and financial services advisor. If for some reason, your advisor is not available when you need them, there is always someone else from our team who can help you. Feel free to talk to anyone on our team about your concerns. We’ll help you get the answers you are looking for.
Protecting your accumulated asset for your heirs from the inevitable taxes that must be paid at death, and ensuring that adequate income will be available should a disability, critical illness or long term care need strike, are an integral part of our services.
As an independent broker of insurance and financial products, offering products from a number of carefully selected suppliers, we offer our clients ability to choose the right product at the right price. We carefully choose our partners before developing alliances. We are proud to be associated with well-performing companies with a record of stability and a commitment to excellence.
Mutual funds products are offered through Investia Financial Services Inc.