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For 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is an independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services through Legend Advisory Corporation, 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.  We continuously strive to research and find the best investments and insurance products to fit your individual needs.

We are located in Amherst, NY and proudly serve Amherst, Buffalo, Clarence, Orchard Park, Williamsville, Jamestown, Rochester and the rest of Western New York.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Market Slices: Investing in Sector Funds

How sector funds can help diversify a portfolio and the risks associated with sector investing.

As Manufacturing Stumbles…

A thriving service sector has helped the U.S. economy weather troubles in the manufacturing sector.

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

Protecting Your Assets Under an Umbrella

An umbrella insurance policy can help protect assets in the event of an expensive lawsuit.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck