On Pointe Advisory & Financial Service
Legacy Marketing Group, based in Petaluma, CA, partners with respected carriers to create and market exclusive insurance products aimed at building and protecting client wealth. The company prides itself on fostering a collaborative environment where insurance professionals can operate independently while benefiting from teamwork and innovative solutions.
With a focus on enhancing ease of doing business, Legacy offers comprehensive resources including training materials and support for agents. Their commitment to outstanding customer service and secure handling of personal information underscores their dedication to the insurance industry and their clients.
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