Our Services

 
















There's an expression we use at James J. Leos and Associate:  The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. At our firm, we like to look at your individual needs before anything else. Learn about the tools we can offer to help meet your needs below.








































































































































 





















Retirement

IRAs and retirement saving plans such as 401(K), 457, 403(b), Simple Plans, Roth, etc. For individuals and businesses.







Education on Savings Programs


529, UTMA, Legacy Investing, Family 401(k).  Learn about your education savings options and compare different plans.

















 

 









 

 









 

Account Services


Our Firm offers complimentary portfolio reviews, account access, and more.





Insurance

Protect yourself with life insurance, long-term care insurance, long-term disability, and Medicare supplements









































Investments


Learn the basics of stocks, mutual funds, annuities, and fixed-income investments.







Online Services


We offer quick and convenient online account access, downloads to personal financial management software, and more.









































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Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses.The prospectus contains this and other information about the mutual fund and can be obtained by contacting Legend Equities Corporation.Please read the prospectus carefully before you invest or send money.