The Legend Group, Buffalo Office

The Legend Group, Buffalo Office The Legend Group's advisors can help keep you on track. For over 50 years, their advisors have been helping investors plan for their financial goals.

Our local advisors can help make sure you are on track. For over 50 years, our advisors have been helping investors plan for their financial goals and the retirement they want. The Legend Group is a local, independent, full-service investment planning firm offering, through Lincoln Investment, a wide variety of retirement plan accounts, investment advisory services, college savings plans, insuranc

e products and non-qualified investments. When you partner with Legend, you receive professional and personal service. Since we are an independent financial planning firm, we work for you, the client, and hold this relationship in the highest regard. See how our advisors in Amherst, Buffalo, Clarence, Niagara Falls, Orchard Park, Williamsville, Jamestown and Rochester can help you evaluate your current investments and craft a plan to fit your unique needs. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com. Tax or legal services are not offered through, nor supervised by Lincoln Investment or Capital Analysts.

Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sou...
07/25/2025

Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess what your life insurance needs are. https://bit.ly/45TC2z3

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Planning for retirement can feel overwhelming, but you’re not alone. Our FAQs are here to guide you through the process,...
07/22/2025

Planning for retirement can feel overwhelming, but you’re not alone. Our FAQs are here to guide you through the process, answering your most common questions about filing for retirement, understanding benefits, and calculating your pension. Check them out here: https://bit.ly/3Iv2ky0

Are you a New York teacher navigating the important transition into retirement

Prior service doesn't have to be a mystery. Join the PSI team as they follow the clues to investigate a NYSTRS member's ...
07/18/2025

Prior service doesn't have to be a mystery. Join the PSI team as they follow the clues to investigate a NYSTRS member's service history. Watch here: https://bit.ly/44S2Ezr

Employers who partner with The Legend Group can offer a wide range of retirement planning services, a variety of investm...
07/11/2025

Employers who partner with The Legend Group can offer a wide range of retirement planning services, a variety of investment options, professional portfolio management services, and a wealth of financial knowledge – all through a single relationship. Explore your options with The Legend Group: https://bit.ly/3eaMAeG

We make it easy for organizations to offer a valuable benefit, one that can help build loyalty and attract quality employees.

Happy 4th of July!
07/04/2025

Happy 4th of July!

Are you an active member of NYSTRS? Don't miss their latest issue, including a retirement planning study guide. Get it h...
06/26/2025

Are you an active member of NYSTRS? Don't miss their latest issue, including a retirement planning study guide. Get it here: https://bit.ly/44127cV

Are you planning on filing for financial aid? You have until June 30th to submit your Free Application for Federal Stude...
06/23/2025

Are you planning on filing for financial aid? You have until June 30th to submit your Free Application for Federal Student Aid, or FAFSA, for aid like grants, scholarships, federal work-study, and federal student loans.

Our guide breaks down the most common mistakes business owners make and offers simple, actionable strategies to help you...
06/18/2025

Our guide breaks down the most common mistakes business owners make and offers simple, actionable strategies to help you build a retirement on your terms. Whether you're planning to sell, pass the business on, or just want peace of mind, it’s time to take control of your future: https://bit.ly/4e2oC5L

As a small-business owner, it's easy to stay focused on running your company and put your own financial future on hold. But without a clear retirement plan, your hard work may not translate into long-term security. This guide breaks...

Today, we celebrate all the fathers who make a difference in our lives and the lives of others. Happy Father’s Day!
06/15/2025

Today, we celebrate all the fathers who make a difference in our lives and the lives of others. Happy Father’s Day!

A well-crafted financial strategy can make the difference between reaching your goals and falling short. Let a Legend Gr...
06/11/2025

A well-crafted financial strategy can make the difference between reaching your goals and falling short. Let a Legend Group Financial Advisor create a personalized plan just for you! https://bit.ly/2NBKTx3

Contact [email protected] Amherst Office 61 John Muir Drive Suite 100 Amherst, NY 14228 Phone: (716) 837-3335 Fax: (716) 837-3099 Toll-Free: (800) 735-9395 Mon-Fri: 8:00 AM - 4:30 PM Sat-Sun: By Appointment Have A Question? Name Email Address Question...

Ready to start planning? Speak with a Legend advisor to develop a personalized college funding strategy that aligns with...
06/05/2025

Ready to start planning? Speak with a Legend advisor to develop a personalized college funding strategy that aligns with your financial goals: https://bit.ly/2VWtimW

Are you really ready to retire — or just hoping it’ll all work out? Let's address common questions you may have about pr...
06/02/2025

Are you really ready to retire — or just hoping it’ll all work out? Let's address common questions you may have about preparing for a comfortable retirement: https://bit.ly/3Z5TAnq

We understand that as an educator contemplating the transition from work to retirement, you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you prepare...

Address

61 John Muir Drive , Suite 100
Amherst, NY
14228

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when The Legend Group, Buffalo Office posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Legend Group, Buffalo Office:

Share