Appointment Services
Gain the invaluable gift of time, allowing you to concentrate on core business activities, foster client relationships, and dedicate energy to what you do best!
Start Making Connections
Understanding the significance of time and placing safety at the forefront in workspaces, Legacy™ Appointments is committed to protecting the precious time and well-being of public employees and licensed financial professionals alike. Our platform guarantees that state employees have reliable access to experienced retirement representatives in a safe and courteous environment.
Invaluable Guidance For Public Employees
Collaborating with a network of skilled retirement representatives who excel in offering top-notch guidance, we ensure seamless connections for success. We facilitate connections to ONLY licensed and vetted financial agents. Public employees can rest assured that they are being guided by an ethical financial professional that puts their client's best interest in the first place.
Valuable Service For Financial Professionals
Get matched with a fully vetted and licensed financial professional. Consultations are ALWAYS FREE of charge.
Public Employees
Legacy Retirement Consultants
We recommend that public employees meet with a licensed and vetted financial agent. Financial Agents, click below to see if you qualify!
Trusted Referrals
Are you a public sector or state employee? Are you an agency owner, or a retirement representative serving these individuals? We would love to hear from you!
Please fill out the form below and we will get started making the beneficial connections you are looking for!
