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Legacy Investment & Insurance Services, Inc. - Sun Prairie, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 707 Lois Dr, Sun Prairie, WI 53590.
Phone: 83182633.
Website: legacy-investments.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Legacy Investment & Insurance Services, Inc.

Legacy Investment & Insurance Services, Inc. 707 Lois Dr, Sun Prairie, WI 53590
☎️83182633

⏰ Open Hours of Legacy Investment & Insurance Services, Inc.

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: 9 AM–12 PM
  • Sunday: Closed

Legacy Investment & Insurance Services, Inc.

Located at 707 Lois Dr, Sun Prairie, WI 53590, Legacy Investment & Insurance Services, Inc. es una empresa que ofrece servicios financieros y de seguros de alta calidad.

Características y especialidades

Esta empresa cuenta con Financial consultant como una de sus especialidades, asegurando que los clientes reciban asesoramiento profesional y personalizado para sus necesidades financieras y de seguros.

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointments recommended

Información de contacto

Para obtener más información o marcar una cita, comuníquese con ellos al 83182633 o visite su sitio web en legacy-investments.com.

Opiniones

Según lo expuesto en Google My Business, esta empresa ha recibido 4.5/5 de opiniones, lo que indica un alto nivel de satisfacción entre sus clientes.

Algunos de los clientes han mencionado la profesionalidad y experiencia del personal, así como la atención al cliente personalizada que se ofrece.

Resumen

Legacy Investment & Insurance Services, Inc. es una empresa financiera y de seguros que ofrece servicios de asesoramiento financiero y de seguros de alta calidad en Wisconsin. Con una ubicación en Sun Prairie, su equipo de expertos está comprometido con brindar soluciones financieras personalizadas a sus clientes.

👍 Reviews of Legacy Investment & Insurance Services, Inc.

Legacy Investment & Insurance Services, Inc. - Sun Prairie, Wisconsin
Daniel C.
5/5

I found Homer through the Dave Ramsey endorsement providers , over 6 years ago and when my wife roller over her 401 , we were very pleased with the service Homer provided. So when I needed to roll over my 401 , Homer once again provided his professional experience.

Legacy Investment & Insurance Services, Inc. - Sun Prairie, Wisconsin
Kimberly S.
4/5

It's hard to find someone who can explain investing in human English. That is what I like about Homer.
I rolled-over a former employer's 401k. In less than a year, the investments are up over 18%.
Way better than the mutual fund options through the last job.
He is approved through Dave Ramsey's investment partner program and that is a big deal to me.

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