Summit Legacy

Summit Legacy, LLC is a small insurance agency located in Marietta, Georgia, with a team of four dedicated employees. Founded decades ago, the company has built its reputation on a client-centric approach, tailoring insurance and estate planning solutions to meet the individual and evolving needs of each customer. Summit Legacy specializes in providing personalized insurance and estate planning guidance. Their expertise spans a range of insurance products and estate planning strategies designed to help clients secure their financial future and protect their loved ones. The company leverages its extensive experience and industry knowledge to offer customized solutions that address the unique circumstances of each client. They collaborate closely with clients to understand their goals, risk tolerance, and financial situation, ensuring that the recommended plans align with their specific requirements. For inquiries or to discuss your insurance and estate planning needs, contact Summit Legacy, LLC at (770) 977-1034. Securities are offered through Lion Street Financial, LLC (512.776.8400).