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INVESTMENTS

Financial consultants are not just for wealthy people. People at all income levels need solid, unbiased advice based on timely information and thoughtful research. And this is exactly what you will get from your Legends Financial Services consultant. Through an arrangement with LPL Financial, Legends Financial Services* can advise you on a full range of investment products—with the legendary service you know and trust.

 

Financial Planning
Our experienced, compassionate consultants can help you pursue your short-term and long-term financial goals.

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Estate Planning
The right estate plan can help work toward preserving your wealth, protecting your legacy and reducing your tax burden.

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Asset Management
Legends Financial Services offers experienced guidance for purchasing mutual funds, stocks and bonds.

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Retirement Planning
No matter what your financial situation is, you need a retirement plan. We can help determine the most suitable long-term strategy for your needs.

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Life Insurance
A carefully-chosen life insurance policy will provide a critical safety net for your loved ones.

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Money Market Accounts
Earn competitive interest while keeping access to your cash.

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Individual Bonds
Work towards building a solid foundation for your investment portfolio.

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Individual Portfolio Analysis
A complete examination of your investment portfolio’s performance by Legends’ knowledgeable professionals.

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Financial Consultants
Meet our experienced, professional financial consultants.

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*A division of Legends Bank
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/S IPC. Insurance products offered through LPL Financial or its licensed affiliates. Legends Bank and Legends Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

ot Insured by any Federal Government Agency

Not a Bank Deposit

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, lA, IL, IN, KS, KY, MS, Ml, NC, NY, TN, TX, VA, WA, WI, WV, and WY.