Legacy Insurance and Financial Services

Meridian, ID · Insurance broker

Rating
5.0/5
★★★★★ 5.0
Reviews
20
Rank in Meridian
#2
of 67 insurance agents
City Percentile
61%
rating percentile
Address
Legacy Insurance and Financial Services, 800 S Industry Way Suite 250, Meridian, ID 83642
Phone
(208) 963-8236
Website
becauseweprotect.com

Legacy Insurance and Financial Services is an insurance agent located in Meridian, ID. It is one of 67 insurance agents listed in Meridian. Its 5.0-star rating is above the Meridian city average of 4.4 stars. It ranks #2 among Meridian insurance agents by combined rating and review volume. There are 6 photos associated with this location.

About Legacy Insurance and Financial Services

Welcome to our Retirement Planning Services in Boise and Meridian as well as surrounding areas! Specializing in income and savings protection, Medicare and Medicaid plans, advanced care, and life insurance, we tailor solutions as a Master Broker with... More

Customer Reviews

★★★★★ 5.0 Suzanne Brannon · Feb 2026

Im 61 years old I had not thought of passing, I called to set up my cremation so my adult children had nothing to worry about that was my initial thought. However thats in twenty years im also looking in to my retirement, so first my cremation i talked to, Travis Lemke and set up an appointment he came to my home prepared, i found that he was coutourious, knowledgeable, and efficient he made me feel at ease when i was making my mind up in how i wanted my end to be. It was a good choice he went over all the paperwork and it is done, one less thing my family have to worry about. Than on to my future we went over a few things and how my money can work for me I look forward to my next vist to stream line my retirement. I would recommend him to everyone.

★★★★★ 5.0 Joelee Godfrey · Jan 2026

Travis and Tom have helped us navigate our retirement and insurance needs. They are absolutely amazing and have taken great care of us and our family. Thanks for helping us achieve are retirement goals. We really appreciate you having our family to top golf! We will always recommend Legacy especially Travis and Tom cant thank them enough.

★★★★★ 5.0 Pete Hedberg · Nov 2025

Lori Marr was more than wonderful to work with. All my years of not understanding Medicare insurance and how it how it's works and not being knowledgeable enough to read and understand the copious amount of documents, Lori explained it very well and improved my understanding. She also got me insurance package that fits my life style, that I would not have figured it out by myself, without her help.

★★★★★ 5.0 Lavonne Bier · Dec 2025

Aaron did a great job informing me about all my options, to help me find the plan that works best for me. He was polite and professional. He answered all my questions, so I could make a solid choice. Very thankful for making the process simple and less confusing. Highly recommend Aaron Contreras for your Medicare needs. Thank you. 😊

★★★★★ 5.0 Anne Clow · Nov 2025

Aaron Contreras is awesome! He makes you feel right at home (whether you meet him at his office in Meridian, or he comes to your home!) He is knowledgeable and has a way of explaining things so it is easy to understand (not everyone has that ability). I am really glad to have Aaron as my agent.

Accessibility & Amenities

✓ Identifies As Veteran Owned ✓ Online Appointments ✓ Onsite Services ✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot ✓ Wheelchair Accessible Restroom ✓ Wheelchair Accessible Seating ✓ Gender Neutral Restroom ✓ Lgbtq Friendly ✓ Transgender Safespace ✓ Appointment Required

Services

Insurance brokerFinancial advisorFinancial consultantFinancial plannerIncome protection insurance agencyInsurance agencyInsurance companyRetirement communityRetirement homeSenior citizen center

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This listing is informational. Contact the business directly to verify credentials, services, and availability.