Our Story

We are a consulting services provider that has offered solutions for our clients for over 50 years. Through Lincoln Investment, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.


Our history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.

We foster an atmosphere of innovation, which means we constantly seek to improve our clients' experience with investing. We provide you with the tools you need to easily access account information.


Why work with a Financial Professional?

Any investor, of any account size, can benefit from the guidance of a Financial Professional. Forming a partnership with a Financial Professional can help investors to navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The Legend Group financial professionals can help.


We believe crafting an investment strategy is a team effort. Our Financial Professionals have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. He or she will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options to help you. Your Financial Professional can meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to help you remain on track as your plan progresses.

Products and Services

One Provider, thousands of options.

While committing to the discipline of a regular savings program can be daunting, selecting and monitoring the mix of investments that is appropriate for your needs can be an even bigger challenge. Developing and maintaining a suitable investment strategy requires a considerable amount of time, knowledge and research.


For 50 years, The Legend Group has been helping investors work toward realizing their financial goals. When you work with one of our Financial Professionals through Lincoln Investment, you have access to a broad selection of financial products and services, including:


Wide Range of Investment Choices
  • Thousands of Mutual Funds
  • Fixed and Variable Annuities
Insurance services
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
Retirement planning
  • §403(b), Roth §403(b) / §457 plans
  • Fixed and Variable Annuities
  • Traditional IRAs
  • Roth IRAs
Education planning
  • College savings plans
  • Coverdell education savings accounts
  • UGMAs/UTMAs
Plan for financial success

Review your goals with a Financial Professional who can help you create and implement an effective plan designed to reflect your unique investment objectives and guide you throughout your journey.

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Contact Us

 

Address

601 Office Center Drive, Suite 300
Fort Washington, PA 19034

For More information

Phone: 1-800-242-1421

The Legend Group 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