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.