Legend Financial Advisors

Pittsburgh, United States Founded: 1993 • Age: 33 yrs
Offers personalized financial planning and investment management for individuals and businesses.

About Legend Financial Advisors

Legend Financial Advisors is a company based in Pittsburgh (United States) founded in 1993. It operates as a B2B and B2C. Legend Financial Advisors offers products and services including Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans. Legend Financial Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Pittsburgh, United States
  • Sectors
    Financial Services
  • Phone
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  • Website legend-financial.com
  • Social X
  • Legal Name Legend Financial Advisors, Inc.

Products & Services of Legend Financial Advisors

Legend Financial Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans.

Financial Planning
Advisory Services

Personalized strategies for wealth management and financial analysis.

Investment Management
Portfolio Management

Low-cost, tax-efficient strategies for individual investments.

IRA Rollover Help
Retirement Services

Assistance in transferring retirement funds into IRAs.

Company Retirement Plans
Plan Administration

Services for managing 401(k) and other business retirement plans.

Competitors of Legend Financial Advisors

Legend Financial Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States–49
Wealth management, investment advisory, and financial services are provided.
investec.com1974London, United Kingdom–9,444
Global banking, investment, and wealth management services are offered worldwide.
fnz.com2003London, United Kingdom$1.9B954
Wealth management solutions are delivered for asset managers.
northwesternmutual.com1857Milwaukee, United States–6,661
Northwestern Mutual is engaged in financial planning and insurance services.
jpmorganchase.com2000New York, United States–256,105
Financial services are provided to consumers and corporations worldwide.
newyorklife.com1845New York, United States$4.14B11,320
Mutual life insurance and asset management services are provided.
guggenheimpartners.com1999New York, United States$21M2,043
Asset management and investment advisory services are provided to clients.
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
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Detailed competitors of Legend Financial Advisors

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Web traffic of Legend Financial Advisors

The website of Legend Financial Advisors (legend-financial.com) receives about 1.8K visits a month.

  • Monthly visits
    1.8K

    ▲ 32.3% vs previous month

Similar websites

Websites whose visitors overlap most with Legend Financial Advisors. Affinity shows how closely the audiences match.

Latest news on Legend Financial Advisors

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Similar companies to Legend Financial Advisors

10 companies that operate in the same segment as Legend Financial Advisors (Insurance & Risk Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Vehicle parts and accessories are sold via an online platform.
1897Walsall, West Midlands, United KingdomUSD 20.37 M––
Health insurance plans are offered for individuals and families.
2006Chennai, Tamil Nadu, IndiaUSD 783.29 MUSD 1.9 B15,820
Life, health, and general insurance services are provided across India.
2001Mumbai, Maharashtra, IndiaUSD 306.52 MUSD 2.88 B16,700
Financial solutions including loans and insurance are offered.
2007Pune, Maharashtra, India–USD 15.24 B126
Life Insurance joint venture between SBI and BNP Paribas Cardiff
2000Mumbai, Maharashtra, IndiaUSD 264 MUSD 14.28 B26,360
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States–––
Cloud-based employee benefits administration solutions are delivered.
1998West Des Moines, Iowa, United StatesUSD 65.16 M––
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Frequently Asked Questions about Legend Financial Advisors

Legend Financial Advisors was founded in 1993.

Legend Financial Advisors is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.

Legend Financial Advisors, Inc. is a fee-only fiduciary firm based in Pittsburgh, Pennsylvania, providing personalized wealth management services. They focus on financial planning and investment strategies for individuals, families, businesses, medical professionals, and retirement plans. Operating under the fiduciary standard, they prioritize clients best interests with low-cost, tax-efficient approaches and assist with IRA rollovers and 401(k) management to enhance financial security.

Legend Financial Advisors's top competitors include Fidelity Investments, Investec and S&P Global.

Legend Financial Advisors offers Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans.

Legend Financial Advisors operates through Legend Financial Advisors, Inc..

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