Peak Legacy Partners

5.0 (2 reviews)

Life Insurance, Financial Advising

Closed • 9:00 am - 11:00 AM

By appointment only

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Services - Peak Legacy Partners

Life insurance

Estate planning

Inheritance planning

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Peak Legacy Partners - Life Insurance Near Me - Westerville, Ohio

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Peak Legacy Partners - Rachel, Me, and Josh - Life Insurance Near Me - Westerville, Ohio

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Octavia M.

Elite 26

192

293

1082

5 months ago

So Josh and Rachel are so sweet and kind! They walked me through the process to set up my financial and medical POA and next we're starting the process for a trust and will! They have made my experience so effortless and with so much compassion and empathy! If I had any questions they answered them and put things in terms to where I would understand them! I didn't feel rush or pressure to do something I didn't want to! Always available, responds in a timely manner and always follows up! Check them out! What a great way to take care of your family and your future! Thank you Josh and Rachel! read more

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Tara L.

7 months ago

Josh is very knowledgeable and always looking for the best products for his clients. He is easy to work with and spends the time explaining everything I highly recommend him read more

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More info about Peak Legacy Partners

470 Olde Worthington Rd
Ste 200
Westerville, OH 43082
Directions
(614) 968-9166
Call Now
Visit Website
https://yourpeaklegacy.com

Services

Is Peak Legacy Partners by appointment only?

Yes, Peak Legacy Partners is by appointment only.

From the Business

Specialties

We help clients envision, plan for and execute their ideal legacy. Whether that involves planning for your business, retirement, estate or navigating risk, we're here to help bring it all together into one comprehensive strategy.

Meet the Business Owner: Josh M.

Helping families plan their legacy has been my passion since life dealt me a series of lessons many years ago. Whether it’s helping plan for survivors with life insurance products, creating financial security for clients by maximizing income and protecting their assets from healthcare expenses, market volatility, creditors or even reducing taxes, we are here to help you maximize your legacy and estate.

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Debbie Montgomery - State Farm Insurance Agent

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Whenever I contact State Farm I receive excellent service. They take care of my questions and they…read moremake sure that every encounter is a positive one. I am very satisfied with the service I receive.

i just had to file a claim with Debbie Montgomery State Farm after having her help handle all my…read moreinsurance needs for several years. Everyone at her office has always been able to answer all my questions and any question about coverage. Cindy Lou has even made follow up calls to make sure policy is updated . After filing a claim I was really happy with State Farm and all the help from everyone in her office and all the staff at state Farm that listened to all my claim details. I was upset and they took the time to listen and explain how the claim process worked. Afterwards I was so happy I got to deal with this group. The support starting with Debbies office to State Farm showed me what great customer support. Again Thanks to all. I know if a have a problem they will always be one phone call away. Thanks JT

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Cheryl Johnson & the crew at Impact have been a valuable ally to me for years. She finds me the…read moreplans that fit my needs while saving me money. She has a hands on approach so that I don't ever have to worry about my insurance needs. Cheryl is the Best. Dennis, Cape Coral, FL.

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I'm going to thank Seth of the Billy Tecklenburg State Farm group he's good and trustworthy agent…read moreand if you're looking for a great agent that will help you get the lowest insurance policy you can get look up Seth

I have had dealings with Alyssa recently. She is knowledgeable and professional. She was also…read morepatient as she related some options to me. I will refer her and State Farm to family and friends.

April Schaad - State Farm Insurance Agent

(4 reviews)

I had a terrible experience dealing with Liberty Mutual insurance, but Deb at April Schaad's office…read morewass wonderful! She stuck with me during anout 3 montgs of living HELL in trying to deal with people who didn't cqre if I walked or sat home worrying about how I was going to do.what I absolutely needed to do! For amyone who is interested, make sure you read this & make sure you never havebto deal with Liberty Mutual! The people who work.for them are rude, to say the least! Thank heaven I ended up Okay & State Farm helped me tremendousl!

April, Tammy and Deb have always been amazing to me. Professional, responsive and honest! April has…read morebeen my agent for a better part of 25 years! She is not only my agent, but a true and loyal friend as well. Tammy and Deb have always stopped what they were doing to help me when I would call or stop in. I appreciate all three of them and would do anything for them. My Dad retired from State Farm's Regional office in Newark a few years ago. It just made sense to work with April and her team! Like a good neighbor... April is there!! THANK YOU TO ALL OF THEM!!

Justin Giger - State Farm Insurance Agent

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I have been with Justin for years .... he is always helpful and reliable .... he QUICKLY answers…read moremy questions (which I really appreciate). Thanks Justin

From the owner: The State Farm mission is to help people manage the risks of everyday life, recover from the…read moreunexpected and realize their dreams. License #: OH-768270, MI-11115805, PA-1182503

Beau Burton - State Farm Insurance Agent

(6 reviews)

Northland

worked with Tony today for my daughter at OSU. He was calm and super helpful, made this transfer…read moreprocess so much easier and I am thrilled we are paying less now. made my day a great one! Juliann

Carol went above and beyond to help me get exactly what I needed! If I could give this place more…read morethan 5 stars I absolutely would! I have dealt with other insurance companies and this place is by far the BEST! thank you so much

Peak Legacy Partners - lifeinsurance - Updated October 2026

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Peak Legacy Partners

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