Our Firm

Financial Advisors who provide an independent perspective on your financial future.

Legacy Investments & Insurance Services is a full service financial firm dedicated to helping its clients build and preserve wealth.  As independent investment advisors, our loyalty belongs exclusively to our clients-- not to a parent company.

Our independence allows us to work with the industry's best brokerage firms, mutual fund companies and insurance companies.  We only recommend products and services that can be tailored to suit our clients' unique needs.


We provide a full range of financial services for individual investors and small business owners including:

  • Wealth Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • College Planning
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies