Testimonials

 

See what other clients had to say about Legacy Estate Partners

See what other clients had to say about Legacy Estate Partners

 

We want to share with everyone how much we appreciated working with Joe and Ryan from Legacy Estate Partners to do our estate planning. They are very knowledgeable and considerate of our aims and family goals. They followed through as promised and answered all questions completely. We recommend them wholeheartedly.

Al & Marilyn

Joe and Ryan definitely know their stuff when it comes to finances and investments. They’re also very good at touching base with their clients to see if they have any questions or concerns.

Brad

Joe and Ryan have been very courteous, conscientious and professional in helping me with my financial situation. They explained the information thoroughly until I understood. I wish I had met them years earlier for my financial advisors.

Joyce

We like the fact that they came to our home so that we always felt comfortable and could just pay attention to what was being presented and discussed. It also allowed us the opportunity to be able to look up exact information that we didn’t have committed to memory.

We liked the fact that they were not pushy, they allowed us time to think things through, discuss between ourselves and decide for ourselves without pressure from any of them.

We also liked the fact that there were investment folks & a lawyer all working together, so that made it easier to do some of the things we did.

Lee & Cherryl

I was hesitant to have Joe & Ryan come to our home. But they laid to rest any uncertainties with their friendly greeting and conversation. They took time to answer questions and explain new information for us.

Linda

Joe & Ryan are the best to deal with. Return calls promptly–always nice & knowledgeable. Always willing to help in any way. We are pleased to be part of their firm. Thanks Joe & Ryan.

Mary Lou & Melvin

You were great to help us. Thank you.

Russ and Beverly

Joe and Ryan have been very helpful explaining their plans and have gone out of their way to help explain any questions and make any changes.

Virgil

My wife and I met with Ryan and Joe to discuss our estate planning and life insurance. This was the best decision we ever made. They researched several options for us and helped us make the right decision for our goals. They explained everything and made sure we understood all of the options. They made this simple and easy for us.

Tom & Sandy

We would recommend Legacy Estate Partners for any of your financial questions. They will answer your questions truthfully and help with a plan to secure and grow your finances. They explain things very well and are willing to help out any way they can. Nowadays we need people we can trust. Thanks Joe & Ryan.

Gary & Jean

I must admit to being a bit dubious when attending a Legacy Estate Partners seminar in our city. However, my wife and I had not updated our will for over 30 years, and our investments were a major concern with their questionable earning history, so I was interested.

A follow up card was completed because my wife could not attend the seminar, and we felt she should receive the same information. Soon, we were visited at home by Joe, Ryan, and Ken who took an inventory or our investments and explained their services. A second visit included their recommendations for better yields and less risk on the investments, plus their advice on setting up a trust agreement instead of an updated will. This could be done through Person Bollman Law in West Des Moines specializing in legacy planning/trusts.

We followed their advice and were very impressed by their sincerity, attention to details and follow through. We are very satisfied clients.

Chuck and Marilyn

We met Joe and Ryan at a public meeting, and from there we had individual meetings. We were advised where to invest our money and how it would grow. They were very knowledgeable on the companies and everything we had to do for the process.

Wayne and I are very pleased with the statements we received from the companies Joe and Ryan advised us to invest our money. These two guys are the most sincere and trustworthy people we have met. They are always courteous and polite.

In doing our taxes this year our lawyer was figuring it one way costing us quite a bit of money, so he called Joe and he was right on the problem. He explained how it was to be done to the lawyer, saving us a lot of money and headaches.

Wayne & Carolyn

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