General Info

For nearly 50 years, The Legend Group has been helping investors of public schools, universities, hospitals and other not-for-profits organizations achieve their financial goals. Our history is rooted in the development of products and services for retirement plans and over the years we have played an influential role in the evolution of the 403(b) retirement plan markets. Today, The Legend Group is a full service planning firm offering 403(b), 4057(b), 401(a) Discriminatory Plans, IRA, Simple IRA, 457(f), 401(k) Plans, College Saving and Non-Qualified Investments. The Legend Group's turnkey retirement plan approach can make retirement planning easier for organizations by offering a value service. We believe our success is the result of a long standing commitment to providing our Independent Financial Professionals & their clients with comprehensive, high quality retirement planning services.