Welcome to Legacy Insurance & Financial Services. We will help with your personal or corporate:

• Life, health or disability insurance needs
• Financial and estate planning
• Retirement savings and investment fund growth strategies
• Specialized needs such as:
  • education funding
  • seniors final expenses
  • expatriate coverage
  • long term care
  • critical illness insurance
• Corporate Coverages/Benefits
  • group benefits plans
  • pension plans
  • buy/sell funding
  • business succession
  • deferred profit sharing

At Legacy, your insurance and financial well-being is our first priority. We invest our time to review your plans, to help you plan your strategies and then to customize your programs for your benefit.

Insurance products provided via multiple carriers and mutual funds provided through Investia Financial Services Inc.