Our Services

Legend is a full service investment planning firm offering:

  • A wide range of investment options (including mutual funds and annuities from many nationally recognized fund and insurance companies)
  • Retirement accounts for many plan types
  • Solutions for retirement plan sponsors
  • Investment advisory services offered through Legend Advisory 
  • College savings plans
  • Insurance products
  • Non-qualified investments

For a complimentary, no obligation consultation from one of our financial professionals please complete this form or call us at 1.800.417.9099.