LEGACY
INSURANCE & FINANCIAL ADVISORS
Our corporate headquarters is just north of Bangor off Ohio
Street, on the Phillips Road. The Phillips Rd. building is 100% ADA handicapped accessible.
Paul
A. Dyer is president and founder of Legacy Insurance & Financial
Advisors, Inc. Born and educated in Maine, Mr. Dyer has assisted
senior investors for over twenty years. Paul is a licensed
insurance consultant and a member of the National
Association of Insurance and Financial Advisors. Paul is
a Nationally Published author in numerous financial and insurance
industry publications and has been featured in Down East
Magazine as well as being the feature story on the cover
of the Senior Market Advisor.
Paul
enjoys moderating several different courses for the American
College, one of the two premier financial colleges in the country.
Paul speaks on “LTCI” and how to create a “Well
diversified Financial Advisory Firm” nationally to groups
all over the United States. He is widely accepted as
one of the most knowledgeable experts in Maine on the subject
of Long Term Care Insurance. He testified
for the Maine State Bureau of Insurance during hearings on proposed LTCI law and regulatory changes.
Mr.
Dyer resides in Bangor, Maine with his family. He also owns
“Real4Rent”, a Maine based real estate investment firm.
He can be contacted at legacyassoc@aol.com.
Please
call 1-888-942-6923 for the dates and times of our upcoming
workshops, offered throughout Maine.
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Brandie
Ramsay:
Brandie Ramsay is the Client Services Manager for Legacy. She was born
and educated in Maine. Her first major accomplishment was
becoming a customer relations representative of a Fortune
500 company and working her way into management. From her
management position, she then became a coordinator with The
United Way charitable organization which was a valuable
experience. She brings strong managerial skills that make
her an extremely valuable asset of the legacy Team. She
manages all the advisors in the office, plans and
coordinates advisor's educational workshops across the state
and coordinates work with CPA's, Attorneys, and other professionals in
order to better serve the needs of our clients.
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Brandie
Ramsay |
John
Whitney:
John
is head of our tax department. He has twenty-plus
years experience and we're proud to have him on our
team. John also runs our satellite operations
in Ellsworth covering all of the Downeast Area and
MDI. John is currently running, "Understanding
Your Income Tax" classes for self-employed business
owners. Call
us for times and locations.
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John
Whitney |
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Stephanie Mears:
Stephanie was born in Blue Hill, Maine and was brought up in the town of Hermon. After high school she pursued her higher education through both Strayer University and Kaplan College where she received her accreditation in Accounting and Finance. Her first major accomplishment was working for a large medical practice in the Bangor area as an Administrative Assistant. Coming to Legacy from that medical background brings us extra expertise to our health, long-term care, and other related departments. Stephanie is our Assistant Client Service Manager. She helps manage all of the advisors in the office, and helps to plan and coordinate the work that we do with our network partners, CPA's, attorneys, and other professionals. She resides in the town of Hudson with her husband of eight years and their four children.
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Stephanie Mears |
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