
Legacy Planning & Risk Management
As the Managing Principal at Legacy Funding, I have over 15 years of experience in providing financial solutions to individuals and businesses who want to plan, protect, and retire with peace of mind.
Our team of highly qualified advisors and subject matter experts share my vision of delivering exceptional service and value to our clients. Our mission revolves around delivering the finest available financial solutions that safeguard our clients and their assets without compromise.
City
Chandler
Zip Code
85286
Insurance Type
Life
Insurance States
Arizona
National Producer Number
16705602
Awards
No
Years of Experience
15
Carriers
American International Group (AIG), American National Insurance Company, Ameritas Life Insurance Company, Mutual of Omaha, National Life Group, Pacific Life
Gender
Male
Languages
English
Phone
+2069096128I have been a part of the financial services industry for more than 15 years and have referred Matt numerous clients seeking estate and legacy planning services. Each client has expressed their satisfaction with working with him and the tailored solutions he provided. Chris Banner
Review Submitted by Anonymous
Sep 11, 2024
I have had the pleasure of collaborating with Matt on a professional level for nearly 15 years. His contributions have been instrumental in propelling my insurance career to greater heights. Matt's unparalleled mastery in insurance and retirement planning is truly remarkable. His dedication and genuine passion for assisting others are evident in his ethical and personable approach. I wholeheartedly endorse Matt's services to any agent aspiring to elevate their career with a supportive team, as well as to individuals, families, and business owners aiming to enhance their insurance portfolio and achieve their retirement goals and objectives.
Review Submitted by Anonymous
Sep 6, 2024
I have had the pleasure of collaborating with Matt to secure life insurance coverage for my family. His comprehensive guidance and diverse range of options streamlined the decision-making process for me. I eagerly anticipate receiving my policy and the peace of mind it will bring.
Review Submitted by Anonymous
Sep 6, 2024
I absolutely loved my experience working with Legacy Funding! From the moment I connected with them, I was struck by how genuinely nice and helpful everyone was. Despite my usual lack of trust in most people, my agents Angela and her partner Matt won me over with their amazing assistance, making me feel comfortable right from day one. The highlight for me was our zoom call, where they went above and beyond by sharing their screen with me. This allowed me to have a firsthand look at everything, providing me with all the information I needed to make an informed decision. I am confident that I will reach out to Angela and Matt again in the future and eagerly recommend their services to others. Truly the best experience I've ever had!
Review Submitted by Anonymous
Sep 8, 2024
Matthew Mesaros is an invaluable asset in the insurance and finance world. His vast knowledge and unwavering support have made a significant impact on my career in the 15 years I've been in the industry. Three years ago, meeting him was a game-changer, and I am grateful for his constant availability and eagerness to help whenever needed, no matter the time of day. Matthew's guidance has been instrumental in my growth, and he has taught me so much over the years. Our dynamic is like ying and yang - he brings a sense of calm collectiveness while I am always on the go. His influence and mentorship have played a vital role in shaping where I am today.
Review Submitted by Anonymous
Jun 13, 2025
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