Conservative Retirement & Estate Planning
We provide a broad range of financial services to individuals seeking to maximize their investment.
Who We Are
The Legacy Group has been servicing clients since 1987 with over 50 years of Advisor experience in the Financial Planning industry. The Legacy Group firmly believes that clients must be given the tools and the time to make important decisions about their financial future. We believe in working with our clients to increase peace of mind and to help create the future they wish to have without financial limitations.
My firm and I have worked with Rob Pesti and the team at the Legacy Group for over 10 years. During that time they have…Read More
Nigel Stark – Stark & Company
In 2005 we were introduced to Rob Pesti at the Legacy Group. We were contemplating selling our business and maybe retiring so it was important…Read More
Trevor and Geraldine Hallam
Retired Business Persons
News & Events
More than anything, high initial expectations and subsequent significant revisions to the economic outlook have been the reasons why 2022 has proven to be such…Read More