Legend Financial Advisors, Inc.® (Legend) has developed services addressing specialty client-types for personal financial planning and investment management/consulting services. These specialty-type clients include: medical doctors, pre- and post-retirees, widowed individuals, business owners, individuals and families, 401(k)/403(b) retirement plans, professors as well as college and university administrators, dental professionals including periodontists, oral surgeons, endodontists, post-divorce individuals, technology professionals, corporate executives and sudden wealth recipients.
CLIENT SPECIALIZATIONS:
Legend has developed services addressing specialty client-types for personal financial planning and investment management/consulting services. These specialty-type clients include:
