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California Franchise Tax Board www.ftb.ca.gov Internal Revenue Service www.irs.gov Social Security Administration www.ssa.gov
For over 40 years, The Legend Group® has been helping investors to work toward their financial goals.
Our history is rooted in the development of products and services for §403(b) plans, and over the years we have played an influential role in the evolution of this market. Today, Legend is a full service investment planning firm offering a variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
Hello. I'm Donald Wood. As a Legend Group financial advisor, I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives. When you partner with Legend, you have access to a wide range of financial resources including:
Ongoing investment management can make a significant difference and may provide the opportunity to maximize investment performance. I can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals.
Branch Office: 3452 E. Foothill Boulevard, Suite 1140-B, Pasadena, CA 91107 Phone: (626) 795-2078 • Fax: (626) 795-2089 • E-mail: donaldwood@legendequities.com
Securities offered through Legend Equities Corporation, member FINRA and SIPC
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