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Products & Services

Independent and unbiased, our Financial Professionals focus on building long-term and valued relationships. They provide guidance and assistance in the following areas:

  • Comprehensive Financial Counseling
  • Retirement Planning
  • College Planning
  • Investments
  • Access to Professional Portfolio Management through Legend Advisory 
  • Insurance Services
  • Life & Long Term Care Insurance
  • Annuities
  • State Retirement Plans Counseling
  • Pension Maximization Strategies