Sun Coast Legacy Advisors P.L. - New Smyrna Beach, Florida

Sun Coast Legacy Advisors P.L., located at 2361 Melonie Trail, New Smyrna Beach, FL 32168, is a highly regarded health insurance agency, dental insurance agency, financial consultant, financial planner, insurance agency, and life insurance agency. With their dedicated team of professionals, they provide comprehensive services to help clients navigate the complex world of insurance and financial planning. The company has established itself as a trusted partner for individuals and businesses seeking expert guidance and personalized solutions.

One of the key features of Sun Coast Legacy Advisors P.L. is their commitment to providing onsite services and wheelchair accessible parking lot, ensuring that all clients, regardless of their mobility needs, can easily access their services. Moreover, the company offers online appointments, making it convenient for clients to schedule consultations at their preferred time and location.

Sun Coast Legacy Advisors P.L. has received outstanding feedback from their clients, with a stunning average rating of 5/5 based on 408 reviews on Google My Business. This impressive track record speaks volumes about the company's dedication to excellence and client satisfaction.

To learn more about Sun Coast Legacy Advisors P.L. and the services they offer, visit their website at suncoastlegacyadvisors.com. You can also reach out to their friendly staff by phone at 9577851 to schedule an appointment or discuss your specific insurance and financial planning needs.

👍 Reviews of Sun Coast Legacy Advisors P.L.

Stan S.

5/5

I would like to share my positive experience with Sun Coast Legacy Advisors P.L. I had been searching for information on what Medicare Advantage Plan to choose when I contacted their team. I was impressed with their fast response time and their willingness to answer my many questions. They're all very professional and knowledgeable. The two advisors who helped me the most were Bill Gay and Hannah Kriger. They were always there for any questions or concerns I had, and they were always ready to step in and help. Thanks to them, I was able to navigate the maze of Medicare plans and successfully enroll in the perfect one for my needs. I have to say that they are the best in this space.

Jamie G.

5/5

Meg is wonderful. She made everything super easy. Knowledgeable, professional and courteous. Can't ask for a better trio of traits. Will recommend anyone I know without reservation. Thank you!

Curt B.

5/5

Sun Coast Legacy Advisors walked me through the complete process of understanding all of the available options I had for choosing the right Medicare plan for me. The pamplet they provided was very well put together and provided an in-depth perspective of Medicare and all of the options I had. My agent (Hannah) was very knowledgeable about all of my options while never pushing me toward any one in particular. When I made my decision of the plan I wanted she assisted in my enrollment. I am very impressed with Hannah's professionalism and patience while helping me through the process. I look forward to continuing my relationship with Sun Coast.

Lea A. C.

5/5

I have to say Beth with Sun Coast Legacy was extremely helpful at navigating all the different options that need to be considered when deciding on what medicare supplement works best for each individual. It is quite a bit to keep up to speed on and I am glad to have had the assistance and guidance through this process. Don't try to go it alone when there are helpful professionals out there to assist. Beth was very patient and never acted in a hurry to finalize your decision. Thank you.

Dan H.

5/5

Mr. Kevin Wineinger's and the folks at Sun Coast Legacy helped me tremendously with understanding the multitude of Medicare pathways. I felt very comfortable with Kevin and at no time felt pressured for my path choice.100% recommend and... nobody gets that from me.

Judy P.

5/5

Beth Kallio was very knowledgeable and professional, making the entire Medicare process smooth and efficient. She was always available to answer any questions and provided valuable advice. I would definitely recommend Sun Coast Sun Coast Legacy Advisors

Doug S.

5/5

I received in the mail prior to turning 65 the Sun Coast informational magazine. It is a good resource for beginning to understand how Medicare works. I then called Sun Coast and Beth Kallio answered. She has remained my advisor ever since. Beth was and is extremely patient and helpful explaining various options while also looking for the best plan to fit my budget and needs. She’s talked with me several times and each time she’s guided me through the signup process and eventual change of plans. I doubt I would have been able to do those sign-ups or comparison of plans and costs without her help. I highly recommend Sun Coast and its excellent advisor Beth Kallio. Five stars for both!

steven G.

5/5

What a great experience to something that was very overwhelming!
Kevin was a kind, professional, efficient partner with getting me set up with the best Medicare product for my needs.
A terrific level of communication and response on top of it all.
Thank you Sun Coast and thank you Kevin!