Broker Check

(716) 837-3335

The Legend Group

The Legend Group

Financial Advisors

(716) 837-3335
[email protected]

For over 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Our history is rooted in the development of services for retirement plans, and over the years we have played an influential role in the evolution of the 403(b) retirement plan market.

Through our Financial Professionals, you have access to:

  • 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 Professional Portfolio Management
  • College savings plans
  • Insurance products
  • Non-qualified investments

Our nationwide network of financial professionals is prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them.

We look forward to working with you.

SCHEDULE a no-obligation consultation

MEET our team of advisors

LEARN more about our services

Contact

The Legend Group WNY

Office: (716) 837-3335

Toll-Free: (800) 735-9395

Fax: (716) 837-3099

2293 Millersport Highway

Getzville, NY 14068

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. The Lincoln Investment Companies are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. The Lincoln Investment Companies and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. 

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Legend Advisory.