The Legend Group, Lakewood

Founded in 1965, The Legend Group has a long history of providing personalized financial planning and investment advisory services. The firm has a particular focus on the 403(b) retirement plan market, serving educators, healthcare professionals, and other non-profit employees. In 2016, The Legend Group was acquired by Lincoln Investment, a full-service broker-dealer and registered investment adviser. The company operates under the mission of helping clients achieve their financial goals through comprehensive planning, a wide range of investment products, and dedicated professional guidance.