Our Vision | Palmetto Legacy And

Our Purpose

Welcome to Palmetto Legacy, where our commitment is to prioritize our customers. Founded by two passionate individuals from a leading insurance agency, we aim to center insurance around your needs. Our mission is to empower you with clear and honest information, allowing you to make decisions without feeling pressured. Discover a refreshing approach to insurance that puts you at the forefront.

What Our Clients Are Saying

Sam: "Palmetto Legacy has been instrumental in finding the right health insurance for my family. Their service is top-notch!"

Greer, SC

Alex: "The guidance I received for retirement planning was invaluable, highly recommended!"

Pickens, SC

Deborah: "Their direct support approach made choosing my Medicare plan so much easier! Can't thank them enough!"

Anderson, SC

Client Experiences

Meet Our Team

Tristan Hedrick

Co-Founder

Insurance Broker

Robyn Jones

Co-Founder

Insurance Broker

Our Commitment

Personalized Service

We prioritize understanding your unique needs for tailored solutions.

Expert Guidance

Our experienced team provides clear, actionable advice you can trust.

Transparent Support

No middlemen involved; we stand by you every step of the way.

Locations We Serve

Welcome to Palmetto Legacy Advisors, your trusted partner in wealth management. Based in Upstate South Carolina, we serve clients statewide. Our team supports you at every step, ensuring your legacy is safeguarded. Contact us to learn how we can help you achieve your financial goals.

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