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Legacy Insurance & Financial Services Employee Directory

InsuranceUtah, United States51-200 Employees

Legacy Insurance & Financial Services is a midsize regional insurance and financial services brokerage based in West Valley City, Utah. It concentrates on retirement planning, offering strategies to protect income and secure the future for families at various life stages. The firm emphasizes in-person advocacy, delivering personal guidance in Medicare, life insurance, and estate protection.

The company operates in the Mountain West, striving to combine broad brokerage capabilities with the benefits of local service. Its approach centers on face-to-face interactions to help clients make informed retirement-related decisions. By focusing on Medicare, life insurance, and estate protection, Legacy positions itself within the insurance sector as a regional provider serving families across the life cycle.

Find Legacy Insurance & Financial Services employees' phone numbers or email addresses

Legacy Insurance & Financial Services Global Highlights

Location
Employees

North America
105

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  • United States Of America
    102
  • Canada
    2
  • Barbados
    1

Africa
1

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  • Uganda
    1

Asia
1

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  • Philippines
    1

Legacy Insurance & Financial Services's Leadership

  • Partner - Retired Ceo at Legacy Insurance & Financial Services
    W. D. G.
    Partner - Retired Ceo
  • Office Manager/Executive Assistant For Sam Catalano at Legacy Insurance & Financial Services
    R. F.
    Office Manager/Executive Assistant For Sam Catalano
  • Licensed Insurance Agent And Manager at Legacy Insurance & Financial Services
    M. E.
    Licensed Insurance Agent And Manager
  • Senior Casualty Claims Manager at Legacy Insurance & Financial Services
    L. T.
    Senior Casualty Claims Manager
  • Regional Manager - Field Operations at Legacy Insurance & Financial Services
    L. G.
    Regional Manager - Field Operations
  • Financial Advisor at Legacy Insurance & Financial Services
    F. J. C.
    Financial Advisor
  • Insurance Agent at Legacy Insurance & Financial Services
    T. S. -. B. N. I.
    Insurance Agent
  • Charitable Giving Professional at Legacy Insurance & Financial Services
    B. S.
    Charitable Giving Professional

Legacy Insurance & Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Recruiting
  • Community & Social Services
  • Accounting
  • Other
  • Business
  • Arts & Design

Contact profiles from Legacy Insurance & Financial Services

Name
Title
Contact
Location
Last Update
  • Partner - Retired Ceo at Legacy Insurance & Financial Services
    W. D. G.
    Partner - Retired Ceo
    Aug 31, 2026
  • Office Manager/Executive Assistant For Sam Catalano at Legacy Insurance & Financial Services
    R. F.
    Office Manager/Executive Assistant For Sam Catalano
    Canada, Ontario
    Jun 24, 2026
  • Licensed Insurance Agent And Manager at Legacy Insurance & Financial Services
    M. E.
    Licensed Insurance Agent And Manager
    Jun 27, 2026
  • Senior Casualty Claims Manager at Legacy Insurance & Financial Services
    L. T.
    Senior Casualty Claims Manager
    Aug 30, 2026
  • Regional Manager - Field Operations at Legacy Insurance & Financial Services
    L. G.
    Regional Manager - Field Operations
    Oct 27, 2023
  • Financial Advisor at Legacy Insurance & Financial Services
    F. J. C.
    Financial Advisor
    Canada, Ontario
    Apr 16, 2026
  • Insurance Agent at Legacy Insurance & Financial Services
    T. S. -. B. N. I.
    Insurance Agent
    Aug 27, 2026
  • Charitable Giving Professional at Legacy Insurance & Financial Services
    B. S.
    Charitable Giving Professional
    Apr 16, 2026
  • Intern at Legacy Insurance & Financial Services
    D. L.
    Intern
    Uganda
    May 29, 2026
  • Distribution Clerk at Legacy Insurance & Financial Services
    N. C.
    Distribution Clerk
    Aug 29, 2026

Frequently Asked Questions

What is Legacy Insurance & Financial Services known for?

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Legacy Insurance & Financial Services was founded in 2008 and operates in the Insurance industry. Explore Legacy Insurance & Financial Services's company overview page for more information.

What is Legacy Insurance & Financial Services's most common email format?

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Legacy Insurance & Financial Services employees' email format typically follows the pattern of First@legacyifs.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Insurance & Financial Services email formats with LeadIQ.

How many employees does Legacy Insurance & Financial Services have currently?

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Legacy Insurance & Financial Services has approximately 64 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Legacy Insurance & Financial Services's key employees and leadership?

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As of August 2026, Legacy Insurance & Financial Services's key employees include:

  • Partner - Retired Ceo: W. D. G.
  • Office Manager/Executive Assistant For Sam Catalano: R. F.
  • Licensed Insurance Agent And Manager: M. E.
  • Senior Casualty Claims Manager: L. T.
  • Regional Manager - Field Operations: L. G.

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