About Us
Legacy Financial is a reputable finance and insurance agency located at 1237 South Val Vista Drive in Mesa, Arizona. With a strong commitment to providing personalized financial solutions to individuals and businesses, Legacy Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Legacy Financial can help you navigate the complexities of the financial world and build a solid financial legacy.
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Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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Photos
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Reviews
"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."
"Great service for estate planning."
"Experienced and caring. Legacy Financial. It's all in the name."
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