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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

  • Stylized image of a person
    W. D. G.
    Partner - Retired Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Office Manager/Executive Assistant For Sam Catalano
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Licensed Insurance Agent And Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. T.
    Sr Casualty Claims Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. G.
    Regional Manager - Field Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. J. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S. -. B. N. I.
    Insurance Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Charitable Giving Professional
    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
    W. D. G.
    Partner - Retired Ceo
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    R. F.
    Office Manager/Executive Assistant For Sam Catalano
    Phone icon
    Mobile Phone
    CanadaOntario
    Jun 24, 2026
  • Stylized image of a person
    M. E.
    Licensed Insurance Agent And Manager
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    L. T.
    Sr Casualty Claims Manager
    Phone icon
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    L. G.
    Regional Manager - Field Operations
    Phone icon
    Mobile Phone
    Oct 27, 2023
  • Stylized image of a person
    F. J. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    CanadaOntario
    Apr 16, 2026
  • Stylized image of a person
    T. S. -. B. N. I.
    Insurance Agent
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    B. S.
    Charitable Giving Professional
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    D. L.
    Intern
    Phone icon
    Mobile Phone
    Uganda
    May 29, 2026
  • Stylized image of a person
    N. C.
    Distribution Clerk
    Phone icon
    Mobile Phone
    Aug 01, 2026

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. 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 July 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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As of July 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.
  • Sr Casualty Claims Manager: L. T.
  • Regional Manager - Field Operations: L. G.

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