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Legacy Investments & Insurance Services
- Financial Services
- Sun Prairie, WI
About this business
Legacy Investments & Insurance Services, Inc., in Sun Prairie, WI, has been providing an independent perspective on your financial future since 2005. We provide professional money management and financial planning services designed to help their clients work toward their personal and financial goals. Our services include retirement planning, wealth management and more. We help our clients map out a plan to reach their financial destination. Give us a call today!
Location details
707 Lois Dr, Sun Prairie, WI, 53590, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I found Homer through the Dave Ramsey endorsement providers , over 6 years ago and when my wife roller over her 401 , we were very pleased with the service Homer provided. So when I needed to roll over my 401 , Homer once again provided his professional experience.
It's hard to find someone who can explain investing in human English. That is what I like about Homer. I rolled-over a former employer's 401k. In less than a year, the investments are up over 18%. Way better than the mutual fund options through the last job. He is approved through Dave Ramsey's investment partner program and that is a big deal to me.
Frequently asked questions about Legacy Investments & Insurance Services
How is Legacy Investments & Insurance Services rated?
Legacy Investments & Insurance Services has a 3.3 star rating with 3 reviews.
When is Legacy Investments & Insurance Services open?
Legacy Investments & Insurance Services is closed now. It will open tomorrow at 9:00 a.m.
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