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.

09/01/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

08/31/2026

After losing her mom, one daughter finally made the trip she’d long imagined to Dollywood—and returned to hear how others are honoring Dolly’s memory.

08/30/2026

Former Canadian Minister of International Trade, Mary Ng, says Canada is facing a lasting shift in US trade policy after negotiations broke down.

08/29/2026

More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

08/28/2026

The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

08/27/2026

NYU Stern professor Suzy Welch examines a growing contradiction among Gen Z: young workers increasingly value achievement and career success while also wanting to spend less of their lives at work. Welch discusses shifting attitudes toward ambition, work-life balance and what the trend means for emp...

08/26/2026

Bezos’s latest deal reflects a Buffett-like investing approach: think in years, defer gratification, and let patience become an edge.

08/25/2026

In a cutthroat white-collar talent market, lawyers and bankers are listing quirky side pursuits like ‘building birdhouses’ and ‘hot dog eating.’

08/24/2026

For many years, the American dream has been defined by believing that hard work, smart choices, and perseverance can make things happen.

08/23/2026

The IRS has announced increased standard mileage rates for the second half of 2026.

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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