Your insurance and financial well-being are our first priority.
A Foundation Built on Trust and Personalized Service
At Legacy Insurance & Financial Services, we are committed to empowering our clients to achieve financial security and well-being. Founded in 1993, our agency has established itself as a trusted partner in the Hamilton community and beyond.
What Sets Us Apart?
Our success stems from our unique approach to client service. As an Associate General Agency (AGA) operation, we have direct access to the head offices of major insurance providers. This advantageous position allows us to deliver:
- Faster and more efficient service: Quicker turnaround time and personalized attention to your concerns.
- Deep industry knowledge: Access to a team of experienced professionals with over 100 years of combined industry experience.
- Custom-tailored solutions: We work collaboratively with you to understand your specific needs and goals.
Comprehensive Financial Guidance
Legacy offers a comprehensive range of services to address your various financial needs. Our services include:
Wealth Management
- Portfolio review and analysis
- Goal-setting and financial planning
- Investment strategies based on your risk tolerance and financial objectives
- Retirement savings and fund growth strategies
Insurance Services
- Life, health, and disability insurance solutions
- Critical illness coverage
- Comprehensive insurance plans tailored to your specific needs and budget
Special Needs Services
- Guidance on funding options for special needs education and care
- Support for seniors and families with final expenses planning
- Long-term care insurance solutions
Our Team
Our team comprises dedicated and experienced professionals who are passionate about helping clients achieve financial success. We believe in open communication, personalized attention, and building lasting relationships with our clients.
Join Our Team
We are always looking for talented individuals to join our team and support our mission of providing exceptional client service. Please visit our Careers page for current opportunities.
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