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The Legend Group

The Legend Group

Financial Advisors & Services

About Us

Local Financial Advisors working with Teachers and employees in the public school districts.
We provide education on the NYS Pension & Tiers, Social Security, and personal savings & investing.

Fiduciary for Employer retirement plans: 401(k), 403(b), SIMPLE IRA, SEP IRA and more.

Having a financial advisor means that you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC


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