Our Services

Legend 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
  • Access to investment advisory services through Legend Advisory 
  • College savings plans
  • Insurance products including Term and Permanent Life Insurance
  • Non-qualified investments
  • Medicare Advantage Programs