ABOUT LEGACY INSURANCE & INVESTMENT GROUP, LLC
Jose J. Perez, LUTCF
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My goal is to provide families and business owners with assistance building their financial freedom. I have the skills, knowledge and more than 33 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
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 & CEO
- 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 & CEO