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Retirement Planning

It’s never too early to start planning for your future. Legends Financial Services offers retirement planning services for both individuals and businesses. We will meet with you and determine your retirement goals, then create a plan to help you work towards achieving them. With a well-crafted plan you feel confident you have a plan in place for your financial future. Legends Financial Services can help you set up a wide range of retirement accounts, including Individual Retirement Accounts (IRAs), annuities, mutual funds, life insurance, long-term care, 401(k) plans, pensions and much more.


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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.