About Legacy Partners Insurance & Financial Services, Inc.
Legacy Partners is a full service financial planning firm, that provides insurance and financial protection for individuals, families, businesses, business owners and their employees. Legacy Partners Insurance & Financial Services Inc. has grown in financial strength and reputation by providing life and health insurance coverage to thousands of families across the State of California. The secret behind the success has always been company’s partnership with highest rated carriers who have at least 100 year history behind them.
Services
Life Insurance Last Expense / Funeral Insurance Universal Life Insurance Indexed / Guaranteed Universal Life Insurance Disability Insurance Long Term Care Insurance Dental Insurance Business Insurance Business Overhead Insurance Estate Planning Business Partnership Insurance Business Buy/Sell Agreement Business Exit Planning Financial Planning Education Planning Tax Qualified Retirement PlanReviews
I’m a long time client of the firm along with my whole family. Paul has always went above and beyond to help me and my dad. He is an honest agent that sells only products of good value and not policies that will not be worth keeping in the future. For a good and honest policy, please go see him and you will understand and learn enough to make the right choice.