Legacy Insurance & Financial Services - Main Office

About Steward Financial Services At Steward Financial Services, it’s our duty to look over your financial life with honesty, integrity, and independence. Your needs, goals, and personalized financial plan are at the cornerstone of everything we do. We do more for our clients and get them into the investment and insurance strategies that make sense for them. We’re a versatile team that’s always educating ourselves on market trends, investment options, and other important information. Together, we can build a stronger financial future for you and your family.

HistoryThe Presidio Group was established in 1993 and has grown into one of the largest and most successful privately held risk management and insurance advisors in the West. From its humble beginnings of two individuals, the company employs nearly 50 risk management professionals, claims and HR specialists, and certified insurance counselors with offices in Utah, Arizona, California and Oregon. The firm has been recognized by INC 5000 as one of the fastest growing companies in America for the past several years and in 2009 was ranked in the Top 100 Mountain Movers by Utah CEO Business magazine. The Presidio Group is a member of the prestigious Sitkins 100 Group which includes the top risk managers from around the nation. The company is also the founding member of the Institute of WorkComp Advisors in Utah. The Presidio Group is one of the largest and most experienced advisors of Group Captive Insurance in the nation.SpecialtiesThe Presidio Group specializes in Risk Management and Insurance for local businesses. We have competitive programs that can help your business drive down costs and gain a competitive edge. Ask us about: -Property and Casualty Insurance for Businesses -Employee Benefits -Financial Services -Surety / Bonds -Human Resources Consulting -Loss Control -Claims Management

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