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Financial Planning

Creating a plan is critical to pursuing your financial goals. Legends Financial Services has the experience and the products to help you work towards both short-term and long-term financial objectives. We will analyze your current situation and discuss your goals, then help determine a suitable strategy for your budget and needs. 

 

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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
Not 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.