Investments & Insurance Services, Inc.

Gain from an Independent Perspective

LEGACY Investments & Insurance Services Inc., is an independently owned financial consulting firm. Our independence allows us to offer you an unbiased objective approach to serve your investment needs. We offer our comprehensive financial planning and investment services to a broad range of clients. As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan toward your financial destination.

As your personal financial advisor, we can:

Help you identify your personal and financial goals.

Recommend potential solutions tailored to your specific needs.

Explain how and when to make adjustments to your financial plan.

On our website, you'll find valuable information to help you evaluate your current financial situation.  We offer educational articles that outline financial concepts and highlight products designed to help you pursue your goals.  You will also find calculators that will help you assess your current and future financial strategy.

If you have any questions or want to schedule a complimentary meeting to discuss your specific goals, please call us today 608.318.2633.