The Legacy Group -

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.

MEET THE TEAM

Our Services

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

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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: The Blue Chip Report Q2 2024

2024 has been a distinctive year in corporate bonds compared to the previous year, marked notably by the anticipated initial interest rate cut from the…Read More

News

KAI Core Equity Pool Q2-2024

At KAI Asset Management, managing investment portfolios goes beyond simply buying and selling investments. We engaged in continuous analysis and re-evaluation of the holdings within…Read More

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