Legacy Financial Services & Associates

Tax Office & Associates provides additional Financial Services through its wholly owned subsidiary, Legacy Financial Services & Associates™.

We provide the following financial products and services from some of the world's more recognizable companies:

  • Term Life Insurance
  • Pre-Paid Legal Services.
  • Theft Protection.
  • Auto & Homeowner's Insurance Referral Program.
  • Smart Home and Security.
  • Mutual Fund Investments6
  • Individual 401(k) Programs.
  • IRAs.

If you want to know more, please contact us at 1-800-734-1981 to schedule a free Financial Needs Analysis or email us at LegacyFNA@outlook.