Legacy Financial Strategies, Inc.

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.

07/19/2026

Waiting for perfect data is the fastest way to lose in a fast-moving market.

07/18/2026

Children can be prime targets for identity theft but parents can take action to protect their child's personal data.

07/17/2026

While not the most romantic activity, drafting a prenup is smart. It means you, not a court, define rules for asset division if you divorce. That can include equity comp.

07/16/2026

The car experts at Edmunds have compiled their five top strategies to help reduce the overall cost of your next vehicle purchase.

07/15/2026

Welcome to “prime time,” a surprisingly dynamic period of life.

07/14/2026

It's not youth, boldness or speed — the data shows one specific trait separates startups that scale from startups that stall.

07/13/2026

When Travis Kelce said “I do” to Taylor Swift, he was also committing to her three cats. And many couples say their marriage hinges on one party coming around to their spouse’s cats.

07/12/2026

The more money you make the more valuable tax planning is. Gay couples make more on average than others. A gay financial planner shares 11 tax planning tips for 2026.

07/11/2026

Behind closed doors, millions of people are stepping into one of the hardest roles they’ll ever take on: caring for their aging parents.

07/10/2026

When you plan for retirement, it may seem like you're searching for answers - but what you actually end up doing is balancing tradeoffs.

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

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