Legacy Financial creates financial solutions that will empower our clients and assist them in fulfilling their financial goals.
We consider it an honor and a pleasure to serve each of our clients. We will serve you with knowledge, integrity and professionalism. You can rest assured you made the right decision when you chose to work with us as your trusted advisors.
Our clients often describe us as being able to provide intuitive financial solutions in an easy to understand approach with exceptional customer service.
About Bert Garza
Bert Garza, the President of Legacy Financial, is an independent financial services agent of more than 25 years of experience. Throughout his career in the insurance and investment related industry he has helped hundreds of clients (Business Professionals, Business Owners, Doctors, Attorneys, and Educators) achieve financial and retirement security.
Bert and his team of professionals are not just experienced and knowledgeable about investments and finances; they understand the importance of priorities, family, and confidence in your financial future. It is our responsibility to evaluate and asses your financial situation and making suitable recommendations with integrity and transparency.
Bert’s personal appointments, seminars, and luncheons are specially geared toward educating people on planning strategies and how to make a successful transition into retirement.
Since the beginning of his career, Bert has designed and implemented several strategies that provide his clients with reassurance during times of market corrections and or/recessions. With his years of experience working side by side with some of the best estate attorneys and financial marketing organizations, Bert has extensive experience helping retirees grow and pass their estates efficiently. Other financial facets he practices is by introducing them to proven strategies using 21st century products and planning to provide a predictable consistent stream of income throughout their retirement.
Bert was born and raised in South Texas by hardworking parents that believed family, church, and education were the key to personal and financial freedom. He is the loving father/grandfather of 6 children and 5 grandchildren whom he enjoys spending his free time with them in their numerous musical concerts, athletic events, and many more activities. When he has time to himself you can find him shooting for birdie out on the Golf Course.
“Get Educated, Protect you Assets and Leave a Legacy”
