Broker Check

Our local advisors can help make sure you are on track

For over 50 years, our advisors have been helping investors plan for their financial goals and the retirement they want. Legend is a local, independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. When you partner with Legend, you receive professional and personal service. Since we are an independent financial planning firm, we work for you, the client, and hold this relationship in the highest regard.

See how our advisors in Amherst, Buffalo, Clarence, Niagara Falls, Orchard Park, Williamsville, Jamestown and Rochester can help you evaluate your current investments and craft a plan to fit your unique needs.  


Learn more

Local Advisors

Our advisors value the one-on-one attention they are able to give their clients.

Learn more

Don't be boxed in

As independent advisors, we are able to offer you a broad selection of investments, from a wide variety of vendors. 

Learn more

Get Started Today

Schedule a no-obligation meeting to talk about your personal goals and how we could help.

Schedule a Meeting