Legacy Insurance Brokers, LLC.

Legacy Insurance Brokers, LLC.

保险业

Westborough,MA 34 位关注者

Welcome to a Risk Free Zone. We provide fixed, safe, guaranteed insurance products for families and businesses.

关于我们

In our agency, we take great pride in the quality of service we provide for our customers. We offer: - simple and low-cost engagements for those clients whose needs are singular, straightforward and simple - our concierge-level service to those who need our help to coordinate risk management, estate planning, fixed income management, Medicare choice advice, trust management, long term care planning, and tax planning strategies - top-down management of the numerous sub-advisors handling client assets This is the ultimate family-style office management for our clients. Our model resembles owning a professional sports team. We are the coaches who manage the players to achieve success. We are a multi-generational firm with advisors in their sixties, fifties, forties, and thirties. We regularly recruit new planners and train them to our system.

网站
https://legacyinsurancebrokers.org/
所属行业
保险业
规模
11-50 人
总部
Westborough,MA
类型
上市公司

地点

  • 主要

    1500 West Park Drive

    Suite 100

    US,MA,Westborough,01581

    获取路线

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