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Barbara PerezOffice Manager 1507 Monroe Avenue
Phone: (585)241-5250
It would almost be easier to list the things that Barb Perez doesn’t do for Legacy Financial Planning. In all honesty and sincerity, Barb may be LFP’s most valuable person. Hers is the first voice that you hear when you call. She greets all of our visitors with a warm smile. Barb streamlines the paperwork process, sending out applications and client requests to the necessary channels. She manages the LFP staff members, as they work to support the firm. Above all, Barb Perez provides superior service to all.
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About Us
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1507 Monroe Avenue Phone: 1-866-213-8043, 585-241-5250 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.