Legacy Resources Group

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1141 Ringwood Ct Ste 140
San Jose, CA 95131
+1 (408) 715-9503
https://www.legacyresources.com

Legacy Resources Insurance Services, based in San Jose, CA, is a boutique insurance and risk management firm dedicated to providing customized solutions for affluent clients worldwide. With a strong focus on family offices and advisors, the company emphasizes a client-centric approach, ensuring that individual needs are met through educated decision-making.

Committed to the highest levels of privacy and confidentiality, Legacy Resources creates strategies that are sensitive to client preferences while delivering the substance necessary to achieve their objectives. The firm prides itself on being direct yet supportive, candid yet discreet, and bold yet strategic in its service offerings.

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