About Our Company

The Legacy Group is a well-respected, independent mortgage banker. We are absolutely committed to helping individuals and families create wealth through residential and commercial lending. As an employee-owned company, we have a strong stake in your success and, like your doctor, accountant or investment manager, want to be your lifetime partner in helping you develop a strong real estate portfolio.

The Legacy Group ensures you that we will:

  • Provide you with the most accurate and up-to-date knowledge of lending practices and mortgage product guidelines.
  • Be flexible, and considerate of your time, concerns and financial goals.
  • Ensure that your needs and goals are being met through thorough research, review and preparation.
  • Maintain the highest level of standards, skill, competence and character.
  • Respect you and your goals by being fair and truthful throughout the entire process.

Executive Staff

Licensed States

  • Washington
  • Oregon
  • Idaho
  • Arizona
  • California
  • Hawaii
  • Indiana
  • Missouri
  • New Mexico
  • South Carolina
  • Texas

Three Pillars of Service

The Legacy Group is based on three pillars to help develop your wealth:

Three Pillars of Service

Mortgage Lending

With offices in Bellevue, Puyallup, Silverdale, Seattle, Gig Harbor, Yakima, Scottsdale AZ, and Valencia CA. Legacy Mortgage takes pride in educating and advising our clients on all available loan products and financing options. Whether you're a first time homebuyer or a long-time investor, we'll simplify the process for you, ensuring all your questions are answered and deadlines met along the way.

Private Capitalization

Legacy Capital, LLC, The Legacy Group's private capitalization company, gives our clients the distinct advantage. Our diverse product mix coupled with our 50 years of combined experience in mortgage loans and managing construction, spec and non-conforming loans allows us to streamline loan approvals and funding, even when they don't fit the "traditional" loan model.

Escrow

Real estate transactions can often be stressful for both buyers and sellers. Our team of professionals at Legacy Escrow prepares and reviews all closing documents, overseeing and facilitating the entire process to ensure it is swift, smooth and uncomplicated for all parties involved.