ABOUT LEGACY INSURANCE & INVESTMENT GROUP, LLC

Jose J. Perez, LUTCF
President

Memberships and Recognitions

Member of the Million Dollar Round Table (MDRT) since 1997
Member of National Association of Insurance and Financial Advisors (NAIFA) since 1997
MetLife President Circle Producer
Leaders Conference - Qualified 15 times
Two years as a MetLife Agency Sales Director
​My goal is to provide families and business owners with assistance building their financial freedom. I have the skills, knowledge and more than 25 years of experience to help meet my clients goals. My personal objective is to become a trusted resource for each and every client where we are
  • protecting your assets,
  • increasing your net worth,
  • reducing your taxable income.

I am specialized in planning for families who have a member with special needs.

Past civic engagement includes volunteering for El Valor, a community based organization that works with young children, people with disabilities and their families.  I have been a Make-A-Wish Volunteer since 2005 and continue to be active until this day.

Contact me at anytime. It would be my honor to help you achieve your financial goals.

Jose J. Perez, LUTCF
President​
*Fluent in English and Spanish.