Specialties
Welcome to The Legend Group for over 45 years. The Legend Group has been helping investors work toward achieving their financial goals. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403(b) retirement plan market. Today, Legend is a full service investment planning firm offering- a wide range of investment options (including mutual funds and annuities from many nationally recognized fund and insurance companies). Our nationwide network of financial advisors is prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them. As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. This relationship strengthens our position as an industry leader, and lends support to our initiatives as we continue to build upon a solid foundation of excellence and innovation. Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. We strive to achieve this goal via state-of-the-art technology, a world-class investment management program and a dedicated support team. Thank you for your interest in The Legend Group.We look forward to working with you.