Collier Legacy Planning Employee Directory

InsuranceWisconsin, United States2-10 Employees

Collier Legacy Planning operates in the insurance sector, focusing on Medicare-related offerings such as Medicare Advantage plans, Part D, and Medicare supplements. The firm is based in Oshkosh, Wisconsin, and functions as a network-affiliated agency under affinity contracts.

In addition to Medicare products, the company provides life and health insurance and retirement planning services, including tax-free strategies and 403(b) retirement plans for teachers. It serves individuals seeking Medicare coverage and retirement solutions. The business is family-owned and has operated since 2000. It is a member of the Oshkosh Chamber of Commerce.

Find Collier Legacy Planning employees' phone numbers or email addresses

Collier Legacy Planning Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Collier Legacy Planning's Leadership

  • Stylized image of a person
    R. L.
    Owner & Agent
    Phone icon

Contact profiles from Collier Legacy Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L.
    Owner & Agent
    Phone icon
    United StatesWisconsin
    May 31, 2026

Frequently Asked Questions

What is Collier Legacy Planning known for?

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Collier Legacy Planning was founded in 2000 operates in the Insurance industry. The company's main headquarters is located in 2380 State Route 44 Suite e Oshkosh, Wisconsin 54904 United States. Explore Collier Legacy Planning's company overview page for more information.

What is Collier Legacy Planning's most common email format?

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Collier Legacy Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Collier Legacy Planning email formats with LeadIQ.

How many employees does Collier Legacy Planning have currently?

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Collier Legacy Planning has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Collier Legacy Planning's key employees and leadership?

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As of April 2026, Collier Legacy Planning's key employees include:

  • Owner & Agent: R. L.

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