Legacy Investment & Insurance Services, Inc.-0
Financial Consultant

Legacy Investment & Insurance Services, Inc. Lois Dr, Sun Prairie, Wisconsin

3.3
(2)Check map
Phone:
+1 608-318-2633
Website:
http://www.legacy-investments.com/
Address:
707 Lois Dr, Sun Prairie, WI 53590, United States
Hours:
Thursday9AM–5PM
CLOSE

    Services

    • Estate planning

    • Financial planning

    • General investment consulting

    • Tax planning

    • Brokerage Services

    • Disability Income Insurance

    • Individual Investors

    • Legacy Planning

    • Long-Term Care Insurance

    • Mortgage Refinancing

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    Legacy Investment & Insurance Services, Inc. Reviews

    3.3 stars based on 2 reviews

    Featured Comments:

    • D

      Daniel Cross

      5.0

      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.

    • K

      Kimberly Suskey

      4.0

      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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    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

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

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    FAQs

    • 1. How to Contact Legacy Investment & Insurance Services, Inc.?

      Please Call +1 608-318-2633. You can submit contact form on their site.

    • 3. What Does Legacy Investment & Insurance Services, Inc. Offer?

      Legacy Investment & Insurance Services, Inc. provides services in the following:Estate planningFinancial planningGeneral investment consultingTax planningBrokerage ServicesClick here to find more details from Legacy Investment & Insurance Services, Inc..

    • 5. Does Legacy Investment & Insurance Services, Inc. Perform as an Agency or a Lender?

      Legacy Investment & Insurance Services, Inc. is a Financial consultant that may accept all kinds of loans. Besides, you can try WeLoans that can find you the best lenders for your reference.

    • 2. Where Can I Find out Legacy Investment & Insurance Services, Inc.?

      707 Lois Dr, Sun Prairie, WI 53590, United States may be the location of Legacy Investment & Insurance Services, Inc.. You can find more similar loan stores here.

    • 4. What's the Procedure of Applying for a Loan at Legacy Investment & Insurance Services, Inc.?

      You can apply on their website at any time you need loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to get in touch with your lender for negotiation in advance if you can't repay the debt.

    • 7. Does Legacy Investment & Insurance Services, Inc. Accept People with Low Credit Scores?

      Sure, please contact them for more details before you make any decision.