Gary Mendelow CFP® CRC®

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.

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.

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.

• 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.