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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
91

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  • United States Of America
    88
  • Canada
    2
  • Barbados
    1

Africa
1

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  • Uganda
    1

Legacy Insurance & Financial Services's Leadership

  • Stylized image of a person
    W. D. G.
    Partner - Retired Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. G.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Owner/Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Owner/Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Field Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Field Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Office Manager/ Executive Assistant For Sam Catalano
    Phone icon
    Mobile Phone

Legacy Insurance & Financial Services Employee Metrics

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

Contact profiles from Legacy Insurance & Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. G.
    Regional Manager - Field Operations
    Phone icon
    Mobile Phone
    Oct 27, 2023
  • Stylized image of a person
    C. K.
    Senior Recruiter
    Phone icon
    Mobile Phone
    United StatesUtah
    May 30, 2026
  • Stylized image of a person
    G. C.
    Senior Insurance Agent
    Phone icon
    Mobile Phone
    United StatesIdaho
    Jun 19, 2026
  • Stylized image of a person
    T. L.
    Licensed Insurance Agent
    Phone icon
    Mobile Phone
    United StatesIdaho
    Apr 13, 2026
  • Stylized image of a person
    D. T.
    Master Agent And Retirement Specialist
    Phone icon
    Mobile Phone
    United StatesIdaho
    Jun 19, 2026
  • Stylized image of a person
    F. J. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    CanadaOntario
    Apr 16, 2026
  • Stylized image of a person
    J. N.
    Financial Professional And Retirement Specialist
    Phone icon
    Mobile Phone
    United StatesUtah
    Apr 13, 2026
  • Stylized image of a person
    B. E. T.
    Representative / Licensed Insurance Agent
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 19, 2026
  • Stylized image of a person
    K. W.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 13, 2026
  • Stylized image of a person
    B. S.
    Agent
    Phone icon
    Mobile Phone
    United StatesIdaho
    Sep 11, 2025

Frequently Asked Questions

What is Legacy Insurance & Financial Services known for?

Minus sign iconPlus sign iconLegacy Insurance & Financial Services was founded in 2008 operates in the Insurance industry. The company's main headquarters is located in 6671 South Redwood Road Suite 200 Suite 200 West Valley City, Utah 84084 United States. Explore Legacy Insurance & Financial Services's company overview page for more information.

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

Minus sign iconPlus sign iconLegacy Insurance & Financial Services employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconLegacy Insurance & Financial Services has approximately 64 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

  • Partner - Retired Ceo: W. D. G.
  • Managing Partner: L. G.
  • Owner/Advisor: T. B.
  • Owner/Agent: J. R.
  • Field Manager: T. B.

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