Investments & Insurance Services, Inc.

Gain from an Independent Perspective

LEGACY Investments & Insurance Services, is an independently owned financial consulting firm. Our independence allows us to offer you an unbiased objective approach to serving 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 to reach 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 Web site, 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 reach 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 questions, please call us today 608.318.2633.