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Forming a partnership with a trusted Financial Professional can help investors to navigate the complex financial markets.  

Personal Service and Professional Guidance

Any investor, of any account size, can benefit from the guidance of a Financial Professional.

We believe crafting an investment strategy is a team effort. Our Financial Professionals have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. Our Professionals will help you determine your risk tolerance, time horizon and investment objectives, as well as help assist you in selecting the appropriate investment to help you achieve your goals . Your Financial Professional will meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to ensure you remain on track as your plan progresses.

What to expect when working with a Financial Professional  

Steps Advisor

SCHEDULE AN APPOINTMENT

Schedule a convenient face-to-face or online meeting with a Financial Professional in your area today.

MEET WITH A FINANCIAL PROFESSIONAL

Have a conversation with a Financial Professional to determine risk tolerance, time horizon,  return expectations as well as portfolio selection.

ENJOY ONGOING ATTENTION

Legend Advisory is constantly researching, monitoring, and adjusting allocations as deemed necessary. You will periodically meet with your Financial Professional to discuss any changes in your financial objectives.

Work with a Financial Professional

Start the process by contacting one of our Financial Professionals, who will set up a complimentary one-on-one consultation to help you determine your risk tolerance, time horizon and investment objectives, as well as help assist you in selecting the appropriate investment strategy to help you achieve your goals.

Learn About our Services

Why Legend Advisory, LLC?