Conservative Retirement & Estate Planning

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.

Team

Our Services

Financial Planning · Estate Planning · Retirement Planning · Business Planning · Insurance · Tax Planning

Testimonials

I wanted to take this opportunity to express my deep appreciation and thanks for the way in which Rob and Dennis (retired partner) have managed…Read More

Brian A. Pollick

Retired Business Person

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

Accountant

I wanted to take this opportunity to express my deep appreciation and thanks for the way in which Rob and Dennis (retired partner) have managed…Read More

Brian A. Pollick

Retired Business Person

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

News

BCV

BCV Blue Chip Report – April 2022

Behavioral Finance & Making Investment Decisions: Everyone knows someone who has panicked and sold their investments at the worst possible time when the market has sold…Read More

News

Guardian

 Guardian Report to Shareholders – Q1 March 2022

The last few years have seen a seemingly unending string of adverse shocks hit the world, disrupting the normal course of economic activity and, more…Read More