Founded in 1965, The Legend Group has over 50 years of experience providing investment and retirement planning services. The company's mission is to deliver professional financial guidance and innovative solutions to its clients, with a particular focus on the 403(b) retirement plan market for public school employees and non-profits. In 2018, The Legend Group was acquired by Lincoln Investment, a full-service independent broker-dealer and registered investment adviser, further expanding its resources and service offerings while maintaining its specialized focus.

Founded in

United States