Legacy Holders
Consulting and Insurance
Protect your Portfolio. Work with knowledgeable consultants specializing in business, insurance, and case management. At Legacy Holders Consulting and Insurance LLC, we help safeguard what matters most through tailored solutions and thoughtful guidance. Defined by professionalism, precision, protection, and purpose, we deliver dependable results you can trust.
421 N. Michigan St. Suite A5
Toledo, Ohio 43604
419-360-4193
Office Hours
Monday - Friday
9:00am - 4:00pm
Our Services
Life Insurance & Final Expense Planning
Protect, plan, and preserve your legacy—our personalized solutions cover everything from affordable funeral and burial policies to long-term investment and insurance options.
Asset Protection & Liability Mitigation
In partnership with Smith Family Insurance Center to assist with the servicing of your policies, our asset protection and liability mitigation services help protect your home, auto, and business from unexpected claims and financial risk.
Notary Services
We offer convenient on-site and remote notary services to meet your personal and business needs.
need a consultation?
Insurance consultations.
Policy reviews.
Business consultations.
Notary services.
Case management services.
Legacy Holders Consulting and Insurance LLC. is dedicated to being a trusted consultation firm and resource center for the community and clients we serve.
In partnership with Smith Family Insurance to assist with the servicing of your policies.