The Legend Group
Financial Advisors & Services
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 www.lincolninvestment.com
- Holistic Financial Planning
- Retirement Planning
- Company Retirement Plans 401(k) / SIMPLE IRA