Legacy Insurance & Financial Services
InsuranceHours:
250 W Center St Suite 109, Provo UT 84601 Hours
About Legacy Insurance & Financial Services
Legacy Insurance & Financial Services offers comprehensive retirement planning, including income and savings protection, Medicare and Medicaid plans, advanced care planning, and life insurance. Their local professionals meet clients at their homes or the office, accessing over 200 companies as a Master Broker to find the best individual solutions. The team provides specialized planning and education for veterans, the elderly, and those with special needs. Clients praise the friendly and knowledgeable agents, especially highlighting their responsiveness and dedication to researching the best plans tailored to each person’s needs. Many reviews mention the agents being helpful, trustworthy, and making the decision process easy. The service is highly recommended for personalized insurance and financial planning, with a focus on building trusted relationships and providing clear guidance. Overall, Legacy Insurance & Financial Services is known for excellent customer care and expert assistance in securing suitable insurance and retirement options.
Most Recent Reviews
January 2025
I referred a family member to Kristen who was having issues navigating their health insurance. I knew they would be well taken care of. Kristen did a great job getting the coverage they needed as well as explaining the process in a professional manner. I recommend working with Kristen! 🤍
December 2023
Our agent, Lael Henderson Jr. , is very friendly and knowledgeable. He researches the best plan relative to the client’s needs. I highly recommend him!
December 2023
Lael Henderson has been so much help to us with looking at plans and getting the right fit. He’s very responsive whenever we have a question or need more clarity about our plan. He has become a trusted advisor and friend.
More Comments(24)
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