Intelligent solutions for today’s investors

Teresa Hemann

Registered Representative
Financial Representative
15
Years of Experience

in the financial services industry

My Mission Statement

My purpose is to help you achieve your goals. I take a holistic approach to working with clients, taking into consideration all aspects of their financial picture. My work with small business owners encompasses retirement and insurance benefits succession planning and employee wellness.

I take pride in listening to my clients and creating a plan tailored to their needs. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals, I am here to help.

Professional Qualifications

  • Graduate of SUNY Geneseo with a B.S. in Economics
  • FINRA Series 7 & 66
  • Life, Accident and Health Licenses

Specialty Services

  • Retirement planning
  • 403(b) Investing
  • College funding
  • Financial wellness
  • Life insurance
  • Small business retirement plans - 401(k), SIMPLE IRA, SEP IRA, Individual 401(k)

Personal Information

I strive to make a difference in the community through volunteering and connecting with other community leaders. I reside in downtown Rochester, and enjoy exploring the parks and walking trails in Rochester with my two dogs, Zeus and Athena.

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.
 contact me
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