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.

More Calculators →

The Appeal of ETFs

The total trading value of exchange-traded funds on world stock exchanges increased 35% over the previous year.

Student Debt? These Programs Could Spell Relief

More student loan borrowers are expected to gain access to new federal programs designed to reduce monthly payments.

Does Your Risk Tolerance Follow the Market?

Risk tolerance should be a fundamental component of an investment strategy and based on an investor’s specific situation.

Mistakes People Make at Different Ages

People tend to face certain financial challenges during different periods in their lives. Here are some pitfalls to guard against.

More Newsletters →

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