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Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc.: Attentive, strategic financial planning for high earners in Pittsburgh.
5
Business
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Legend Financial Advisors, Inc.: Attentive, strategic financial planning for high earners in Pittsburgh.
Legend Financial Advisors, Inc., located at 5700 Corporate Dr Suite 350 in Pittsburgh, offers financial planning and consulting services. Customer reviews praise an investment strategy tailored for high-income earners and a solid financial plan. The team is described as attentive and responsive, with clients highly recommending them for professional financial planning.
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Customized investment plans designed to optimize returns and manage risk for high-income clients.
Holistic financial plans covering retirement, taxes, insurance, and estate planning to build a solid financial foundation.
Ongoing management and monitoring of investment portfolios to adapt to market changes and client goals.
Strategies to ensure a secure and comfortable retirement through savings, investments, and income planning.
Guidance on tax-efficient investing and planning to minimize liabilities and maximize after-tax returns.
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Overall rating
Allan Chen
While we ultimately did not end up working with the Legends team, we had a great experience understanding their investment strategy and how they work with high income earners to build a solid financial plan. The team was attentive, responsive, and we'd highly recommend them as a CFP.
Rob Pirollo
heather lewandowski
Great staff!
