Intelligent solutions for today’s investors

Intelligent solutions for today’s investors

For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend, through Lincoln Investment, is a planning firm offering a wide variety of retirement plan accounts, access to professional portfolio management, college savings plans, insurance products and non-qualified investments. When you partner with Legend, you receive professional and personal service. Our advisors can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by: analyzing your financial situation, helping you select appropriate investments, helping you develop a retirement income plan, providing educational materials to help increase your financial awareness and answering your questions and responding to your concerns. Ongoing guidance and advice can make a significant difference and may provide the opportunity to maximize investment performance. Our advisors can help you keep your portfolio positioned strategically and help ensure that your investments continue to reflect your goals. Our office staff is dedicated to offering our clients exceptional service.

Our Services

  • A wide range of investment options, through Lincoln Investment (including mutual funds and annuities from many nationally recognized fund and insurance companies)
  • Retirement accounts for many plan types
  • Solutions for retirement plan sponsors
  • Access to professional portfolio management
  • College savings plans
  • Insurance products
  • Non-qualified investments

Daniel Dovan, CRC®

Financial Professional
30
Years of Experience

in the financial services industry

Howard Aspacher, CFP®

Registered Representative
36
Years of Experience

in the financial services industry

Ed Bouwmeester, CRC®

Registered Representative
21
Years of Experience

in the financial services industry

Frank Carpenter

Registered Representative
45
Years of Experience

in the financial services industry

Glen Cone

Financial Professional
11
Years of Experience

in the financial services industry

David Conquest

Registered Representative
25
Years of Experience

in the financial services industry

Vincent Fasso

Registered Representative
21
Years of Experience

in the financial services industry

Mark Fitch

Registered Representative
25
Years of Experience

in the financial services industry

Loree Harpole

Registered Representative
10
Years of Experience

in the financial services industry

Teresa Hemann

Registered Representative
15
Years of Experience

in the financial services industry

Lee Kern, CRC®

Certified Retirement Counselor®
10
Years of Experience

in the financial services industry

Sierra King

Registered Representative
1
Years of Experience

in the financial services industry

Michael Kramer, CRC®

Registered Representative
16
Years of Experience

in the financial services industry

Marty Lazzaro, CRC®

Registered Representative
21
Years of Experience

in the financial services industry

Robert Mezzio, CRC®

Registered Representative
17
Years of Experience

in the financial services industry

Ellyn Schaefer

Registered Representative
4
Years of Experience

in the financial services industry

Christopher J. Schoff

Registered Representative
5
Years of Experience

in the financial services industry

Michael Tracz

Registered Representative
9
Years of Experience

in the financial services industry

Thomas Vazzana

Registered Representative
46
Years of Experience

in the financial services industry

Dominic Velardi

Registered Representative
32
Years of Experience

in the financial services industry

Morgan Weiler

Registered Representative
8
Years of Experience

in the financial services industry

Alisa Zirbel

Registered Representative
13
Years of Experience

in the financial services industry

Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.

Interested in finding out more? It's easy! Contact a Legend Group Financial Professional today.
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