Legacy Financial Strategies, Inc.

Directions Website Contact the business

Legacy Financial Strategies, Inc. No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Legacy Financial Strategies, Inc.

Visit us: www.legacyfinancialservice.com or give us a call: (724) 983-1617 specializes in helping seniors enjoy and protect their nest eggs. With a team of Advisors including CPAs, attorneys, loan officers, tax preparers, and realtors available to assist you in the planning process. David Gollner has been working in Estate Planning and Financial Services Industry since 1970. Sherri Marini, joined her father David in 1999 and together they are dedicated to providing their clients with the professional and individual attention necessary, including avoiding probate, reducing taxes, maximizing social security benefits, maintaining their standard of living in retirement & avoiding Medicaid spend down due to catastrophic illness, to achieve their financial goals. They are committed to serving and educating retirees to take control of their investments, income taxes, and their futures.

11/01/2026

Here are some pointers on where to begin if you're looking to leverage agents in your personal or professional life — or both.

10/31/2026

Superjumbo loans have spiked as the ultrawealthy choose to borrow rather than use cash to buy homes.

10/30/2026

The leading defects in estate plans are often invisible to the owners, even after careful reviews of documents and details.

10/29/2026

Anthropic’s initial public offering prospectus contains plenty of blank spaces to fill in.

10/28/2026

Andrew Palmer, The Economist's Bartleby columnist, thinks you did a great job today.

10/27/2026

They spent $1,000 in 2015 for a ‘timeless ticket.’ When they went to cash in for the World Series, the payoff was underwhelming.

10/26/2026

Across the U.S., mostly male clubhouses have become family-friendly facilities with waterslides, wellness programs and karaoke, saving a cratering industry in the process.

10/25/2026

The country is being hit by a pre-election debt sell-off. Many fear it could shake the Eurozone.

10/24/2026

Schwab CEO Rick Wurster is betting some money and investing needs require a human touch.

10/23/2026

With disease threatening one of the world’s most popular fruits, researchers are hoping a breakthrough in breeding techniques could give the Cavendish banana a certain future

Address

Hermitage, PA
16148

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

Alerts

Be the first to know and let us send you an email when Legacy Financial Strategies, Inc. 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 Legacy Financial Strategies, Inc.:

Shortcuts

Share

Nearby accountants