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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
    S. R.
    Auto Underwriter
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 02, 2026
  • Stylized image of a person
    L. A.
    Insurance Agent
    Phone icon
    Mobile Phone
    United StatesFlorida
    Aug 03, 2025
  • Stylized image of a person
    L. M.
    Recruiter Specialist
    Phone icon
    Mobile Phone
    United StatesUtah
    Feb 25, 2026
  • Stylized image of a person
    L. W.
    Insurance Specialist, Medicare Market
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 19, 2026
  • Stylized image of a person
    R. W.
    Legacy Insurance And Investments
    Phone icon
    Mobile Phone
    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    B. J.
    Sales
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 19, 2026
  • Stylized image of a person
    M. J.
    Auto Insurance Claims Adjuster
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 02, 2026
  • Stylized image of a person
    J. L.
    Financial Advisor | Strategic Insurance And Retirement Planning
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 19, 2026
  • Stylized image of a person
    R. W.
    Sap Fico Consultant | Lead Business Analyst
    Phone icon
    Mobile Phone
    United States
    May 30, 2026
  • Stylized image of a person
    D. W.
    Life Insurance Advisor / Tax Advisor/ Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 31, 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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