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For nearly 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.

For a complimentary, no obligation consultation from one of our financial professionals please complete this form or call us at 1.800.735.9395 or 716.837.3335.


 

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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Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

Watching for Inflation

Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

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