Broker Check

Robert Mezzio, CRC®

(585) 272-8470

For nearly 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 403(b) retirement plan market.

Today, 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 through Legend Advisory Corporation
  • College savings plans
  • Insurance products
  • Non-qualified investments

Our nationwide network of financial professionals is prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them.

Legend's mission is to deliver professional investment guidance, quality investment products and unparalleled service. We strive to achieve this goal via state-of-the-art technology,and a dedicated support team. 

Thank you for your interest in The Legend Group.

We look forward to working with you.