Amherst, United States
The Legend Group, Buffalo Office, is a local, independent financial advisor firm operating in New York. With a history spanning over 50 years, the firm's advisors specialize in assisting investors in achieving their financial objectives and securing a comfortable retirement. The company offers a comprehensive range of services including retirement plans, investment advisory, college savings plans, insurance products, and non-qualified investments through Lincoln Investment.
One of the key features of The Legend Group is their personalized and professional service, as the firm operates as an independent financial planning entity, prioritizing client interests. The firm's network of advisors is spread across various locations including Amherst, Buffalo, Clarence, Niagara Falls, Orchard Park, Williamsville, Jamestown, and Rochester, enabling them to cater to a diverse range of clients.
The Legend Group's offerings also include advisory services through Capital Analysts or Lincoln Investment, both of which are registered investment advisers, as well as securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC. It's important to note that tax or legal services are not within the scope of offerings supervised by Lincoln Investment or Capital Analysts.
Established in 1964, the firm operates within the Financial Services and Insurance industries. Although specific details about the firm's headquarter and recent investments are not available, The Legend Group stands as a cornerstone in the local financial advisory landscape, continuously striving to provide tailored and robust financial planning solutions for its clientele.
