Legacy Investment & Insurance Services, Inc. - Sun Prairie, Wisconsin

Legacy Investment & Insurance Services, Inc.

Legacy Investment & Insurance Services, Inc. is a reputable financial consulting firm located at 707 Lois Dr, Sun Prairie, WI 53590. The company specializes in providing expert advice for all your investment and insurance needs. They have been serving the community for many years and have earned a strong reputation for their professionalism and commitment to their clients.

About Legacy Investment & Insurance Services, Inc.

Legacy Investment & Insurance Services, Inc. was founded with the goal of helping individuals and businesses make informed decisions about their finances. Their team of experienced financial advisors work closely with clients to develop personalized investment and insurance strategies tailored to their unique needs and goals.

The company offers a wide range of financial services, including retirement planning, estate planning, tax planning, and risk management. They also provide comprehensive insurance solutions, such as life, health, disability, and long-term care insurance. With their expertise and dedication, Legacy Investment & Insurance Services, Inc. helps clients secure their financial future and protect their loved ones.

Legacy Investment & Insurance Services, Inc. is committed to delivering exceptional service to their clients. They offer convenient appointment times to accommodate busy schedules and provide a comfortable, accessible office environment. The office is wheelchair accessible, with a designated parking lot and restroom. This attention to detail and customer service sets Legacy apart from other financial consulting firms in the area.

What People Are Saying

Many clients have shared their positive experiences with Legacy Investment & Insurance Services, Inc. One satisfied customer mentioned that they found Homer, a financial advisor at the company, through a recommendation from Dave Ramsey's endorsement providers over 6 years ago. When the client's wife rolled over her 401(k), they were pleased with the professional service provided by Homer. When the client needed to roll over their own 401(k), they chose to work with Homer again, appreciating his expertise and experience.

With an impressive 4.5 out of 5-star rating on Google My Business, Legacy Investment & Insurance Services, Inc. has demonstrated their commitment to providing top-notch financial advice and support to their clients. If you are looking for a reliable and knowledgeable financial consulting firm, Legacy Investment & Insurance Services, Inc. is an excellent choice.

To learn more about Legacy Investment & Insurance Services, Inc. or to schedule an appointment, visit their website at legacy-investments.com or contact them by phone at 83182633.

👍 Reviews of Legacy Investment & Insurance Services, Inc.

Daniel C.

5/5

I found Homer through the Dave Ramsey endorsement providers , over 6 years ago and when my wife roller over her 401 , we were very pleased with the service Homer provided. So when I needed to roll over my 401 , Homer once again provided his professional experience.

Kimberly S.

4/5

It's hard to find someone who can explain investing in human English. That is what I like about Homer.
I rolled-over a former employer's 401k. In less than a year, the investments are up over 18%.
Way better than the mutual fund options through the last job.
He is approved through Dave Ramsey's investment partner program and that is a big deal to me.