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Legend Group Ohio

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Legend Group Ohio

2 Summit Park Drive, Suite 210

Independence, OH 44131

  • Phone: 216-741-3113
  • Fax: 216-503-9221
For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403b retirement plan market. Today, through Lincoln Investment, Legend is a full service investment planning firm offering: A wide range of investment options (including mutual funds and annuities from many nationally recognized fund and insurance companies), Retirement accounts for many plan types, Solutions for retirement plan sponsors, Investment advisory services, College savings plans, Insurance products, Non-qualified investments.

Hours of Operation

08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm


Money, Financial planners certified


Insurance and annuities, Estate and Legacy Planning, Retirement planning (IRA'S/Pensions/401k's/403b's), Educational planning (529's/UGMA/UTMA), Asset Accumulation and Management

Service Areas

Independence, OH;


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