Legacy Insurance
& Wealth Services
Are you looking for your family’s future? Our expert agents are here to guide you every step of the way.Â
Are you looking for your family’s future? Our expert agents are here to guide you every step of the way.Â
Insurance Benefits from Your Trusted Insurance Agency in Brownsville TX
If you choose Legacy Insurance & Wealth Services
for your insurance needs in Texas, you’ll experience a range of benefits tailored to protect your financial future, health, and loved ones. We offer personalized guidance on a variety of insurance products, including Life Insurance, Health Insurance, Medicare Advantage, Retirement Plans, Rollover Services, and Funeral Plans.
Certified
Trust our certified experts to provide personalized, comprehensive insurance solutions for your peace of mind.
Trusted
we are your trusted partner for Health Insurance coverage in Texas.
Expert Agents
Trusted Protection – Your Insurance, Our Commitment.
Our partners
Delivering Top-Quality Insurance Solutions as Your Trusted Insurance Agency in Brownsville TX
Esmeralda Moctezuma: Founder Legacy Insurance & Wealth Services – Building Trust, Integrity, and Customized Insurance Solutions Since 2005
Professional Team
A dedicated, experienced team united by a passion for delivering personalized, top-tier insurance solutions and building lasting client relationships.
Vast Options
Offering a wide range of tailored insurance options to meet the unique needs and goals of every client.
Easy Claim
Experience a seamless and hassle-free claims process, ensuring you get the support and compensation you deserve when you need it most.
What Services We Offer
We offer comprehensive coverage including Life Insurance, Health Insurance, Medicare Advantage, and Retirement Plans. Additionally, we provide Rollover and Funeral Plans to help secure your financial future and peace of mind.
life Insurance
Life insurance is a contract where the insurer pays a sum to designated beneficiaries upon the insured person’s death, in exchange for premiums paid during their lifetime
Health Insurance
Health Insurance offers protections to make health coverage fairer and easier to understand, along with subsidies to make it more affordable. It also expands Medicaid to cover more low-income individuals.
Medicare Advantage
Medicare Advantage (Part C) offers an alternative to Original Medicare (Part A and B) through private companies approved by Medicare. Most plans also include drug coverage (Part D).
Retirement plan
Retirement planning involves saving and investing for the future using vehicles like IRAs and 401(k)s, offering tax advantages to help grow your funds.
Rollover
A rollover is the transfer of funds from one retirement plan to another, like from a 401(k) to an IRA. Rollover distributions may be subject to federal tax withholding.
Funeral Plans
A funeral plan, also known as a prepaid funeral plan, involves making and paying for funeral arrangements in advance
Get a quick Quote
We are dedicated to providing you with genuine value at Legacy Insurance & Wealth Services
At Legacy Insurance & Wealth Services, we take the time to understand your unique needs and offer personalized insurance solutions that truly benefit you. Our experienced team is dedicated to providing expert guidance and ongoing support throughout your insurance journey. Trust Legacy Insurance and Wealth Services in Texas for comprehensive coverage at the best value in the area.
Get a quote
Contact Legacy Insurance & Wealth ServicesÂin Texas, we take the time to understand your unique needs and offer personalized insurance solutions that truly benefit you. for a free insurance quote today. We proudly serve with trusted insurance solutions. Let us help you find the coverage you need to protect what matters most.
Meet Our Team Of Professionals
Esmeralda Moctezuma, the founder of Legacy Insurance & Wealth Services, began her career in 2005 as a sales agent for a national insurance company, where she quickly gained expertise and built a reputation for excellent customer service. In 2019, she established her own agency, which has since grown to include 20 agents committed to providing top-notch service. Esmeralda’s guiding principle is prioritizing customer relationships and offering personalized solutions, embodied in her company slogan: “Build your Legacy today.”
Secure Your Future With Future-Insure
Protect What Matters Most with Legacy Insurance & Wealth Services – We are your trusted partner for insurance coverage in Texas.