Who We Serve
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:
Medical Doctors / Practices
Widowed Individuals
Pre- and Post-Retirees
Business Owners / Entrepreneurs
Individuals and Families
Sudden Wealth Recipients
Professors as well as College and University Administrators
Dental Professionals
Post-Divorced Individuals
Technology Professionals
Corporate Executives
Low-Cost Retirement Plan Investment Management Services
For a Confidential Discussion Regarding Your
Personal Financial Situation, Please Call Legend
at (412) 635-9210.