Legacy Financial - Mesa, Arizona

Legacy Financial is a well-known and established financial planning and insurance agency located at Address: 1237 S Val Vista Dr, Mesa, AZ 85206. They have been providing financial planning and insurance services to the community for many years, making them a trusted choice for many.

One of the main strengths of Legacy Financial is the experience and expertise of their team. They have a group of knowledgeable financial planners and insurance agents who are dedicated to helping their clients achieve their financial goals. Whether it's planning for retirement, saving for college, or protecting your family with the right insurance coverage, Legacy Financial has the skills and resources to help.

In addition to their expertise, Legacy Financial also offers a convenient and accessible location. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit. They also recommend making an appointment, which can help ensure that you receive the personalized attention and service that you deserve.

Legacy Financial has also received positive reviews from their clients. With 3 reviews on Google My Business, they have an average opinion of 3.7/5. This is a testament to the high-quality service and support that they provide to their clients.

If you're looking for a financial planning and insurance agency that you can trust, Legacy Financial is a great option. They have the experience, expertise, and convenient location to help you achieve your financial goals. Plus, with their positive reviews and high average opinion, you can feel confident that you're making a smart choice.

So, don't wait any longer, visit their website at and make an appointment today. Let Legacy Financial help you take control of your financial future and achieve the security and peace of mind that you deserve.

Reviews of Legacy Financial

Kim Clarkson

1/5

The worst communication I’ve ever seen. I absolutely would not invest your money or do any business here. We are in an emergency situation with my 90 yr old mothers health. She’s had to go into a group home which is several thousand dollars a month. We’ve been trying to get in touch with her advisor for 3 months about getting a bigger withdrawal and finding out her options, penalties etc. NO ONE HAS CALLED US BACK. First of all, most of the time they never answer their phone. You have to leave messages or email. However, there have been a few times they did answer. We’ve spoken with the receptionist and another man, both said they’d give the message to Larry. I’ve emailed them and we’ve left messages for MONTHS, beginning in JUNE. Does Larry even work here anymore? If he’s having problems there should be someone else that can handle client accounts and answer questions. Very very unethical.

Chachi S

5/5

Experienced and caring. Legacy Financial. It's all in the name.

Mary D

5/5

Great service for estate planning.