The Legacy Group Inc Careers in Towson, MD

The Legacy Group, Inc. was founded in 1994. The goal was to take the experience acquired in financial services and provide independent advice for our clients. We conduct a client-centered, consultative practice with an emphasis on managing and protecting our clients’ assets. We take the time to understand the personal needs of each client and offer customized advice as each client pursues his/her financial goals. Registered Representative, Securities Offered through Cambridge Investment Research Inc., A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor Cambridge and The Legacy Group, Inc. are not affiliated. Specialties Investment Management, Retirement Plans 401(k), 403(b), etc., Insurance & Financial Planning, Group Benefits