General Info

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. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. We design programs to help you achieve financial security in a complex and constantly changing world. Legacy Partner's mission is to provide thorough audit of prospective client's present financial situation, understand what clients' objectives are for themselves, their families or their business, then design a program specifically for them so clients can achieve financial security in this complex and constantly changing world. This is what makes us a growing leader in the insurance industry.