Our Firm


We are a consulting service firm that offers solutions for our clients by offering a wide variety of products with personalized service and attention. Our team can help make investing easier to understand. We can provide investment solutions for retirement, educational savings plans, insurance needs, income generation and professional portfolio management.

With years of experience, we can assist in setting goals and drafting a retirement plan that is suited to your individual needs.  We foster an atmosphere of innovation; constantly seeking to improve our clients experience with investing.

 

Any investor, of any account size, can benefit from the guidance of a trusted Financial Professional. Forming a partnership can help you navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The Legend Group can help.

 

We believe crafting an investment strategy is a team effort. We have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. We will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options. 

 

Whether you are planning for college, saving for retirement, looking to generate income from your assets, or investing to create a legacy, the creation of a well-conceived plan may mean the difference between achieving your objectives or falling short. We offer a comprehensive selection of high quality products and services including:

·Investments

·Retirement Plans

·Professional Portfolio Management 

·College Savings Plans

·Insurance Services

·Financial Counseling

·Pension Maximization Strategies

·State & City Retirement Plans Counseling

 

We have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals.