Gary Mendelow CFP® CRC®
Registered Representative
We focus on protecting and growing wealth and then distributing it smartly for a satisfying retirement. We also provide unparalleled client service with access to our cell numbers for after business hours needs.
Personal & Professional Qualifications:
My professional qualifications include the CERTIFIED FINANCIAL PLANNER™ certification. My personal qualifications are my honesty, integrity, caring for my clients, and sincere belief in the solutions I recommend.
Company History:
I have been helping people as a financial advisor for more than ten years and I have been involved in many facets of the business having been a manager, product wholesaler and personal advisor during that span.
Company Specialty:
We start by finding out what is important to the client or future client. After this discovery, I work with my partner, Celenea Brewer, and all the resources at Legend Group to customize a plan for them.
Specialty Services:
- Estate planning
- Retirement planning
- Long term care
- Life insurance
We offer complimentary investment reviews and have flexible hours. We also can and do meet clients at their homes or another location if they prefer.