Welcome to Frank Legan's site
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Welcome to Frank Legan's site
Together, we carefully and thoroughly identify your goals, thereby helping to ensure your plan is uniquely relevant to your situation and financial outlook. We can also review investments you may already have, such as your 401 (k) plan, and make recommendations so that all of your investments are coordinated.
Our team then creates an investment and asset allocation plan based on your goals. As your life and the market changes, your investment strategy will need to be adjusted. We are here to provide the modifications needed to remain current with the constantly evolving nature of investments. Our team will continually coordinate and manage your investments so your portfolio reflects your current investment strategy and works with your overall wealth management plan.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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