Our History

For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403b retirement plan market.

Today, through Lincoln Investment, The Legend Group 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
  • College savings plans
  • Insurance products
  • Non-qualified investments

Our nationwide network of financial advisors is prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them.

Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. We strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team.

Thank you for your interest in The Legend Group.
We look forward to working with you.