Legacy Financial Strategies, Inc.

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Legacy Financial Strategies, Inc. No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Legacy Financial Strategies, Inc.

Visit us: www.legacyfinancialservice.com or give us a call: (724) 983-1617 specializes in helping seniors enjoy and protect their nest eggs. With a team of Advisors including CPAs, attorneys, loan officers, tax preparers, and realtors available to assist you in the planning process. David Gollner has been working in Estate Planning and Financial Services Industry since 1970. Sherri Marini, joined her father David in 1999 and together they are dedicated to providing their clients with the professional and individual attention necessary, including avoiding probate, reducing taxes, maximizing social security benefits, maintaining their standard of living in retirement & avoiding Medicaid spend down due to catastrophic illness, to achieve their financial goals. They are committed to serving and educating retirees to take control of their investments, income taxes, and their futures.

10/24/2026

Schwab CEO Rick Wurster is betting some money and investing needs require a human touch.

10/23/2026

With disease threatening one of the world’s most popular fruits, researchers are hoping a breakthrough in breeding techniques could give the Cavendish banana a certain future

10/22/2026

An eight-figure exit gave entrepreneur Christine Landis more time, but motherhood and a new business taught her that real success is choosing how to spend it.

10/21/2026

As participant needs evolve and fiduciary scrutiny intensifies, investment committees are taking a more deliberate, outcomes-focused approach to plan design.

10/20/2026

Medicare open enrollment runs from Oct. 15 through Dec. 7, allowing beneficiaries to switch between traditional Medicare and Medicare Advantage. Here's what to know.

10/19/2026

An overhaul for 2026 affects how much families can borrow and how those loans will be repaid

10/18/2026

Discover the best retirement visas for U.S. expats in 2026. Uruguay, Mauritius, Spain, Costa Rica and Portugal lead Global Citizen Solutions’ new index of 46 programs

10/17/2026

Second-guessing can look like good judgment—until your best ideas never make it past the starting line.

10/16/2026

The higher cap on the federal tax deduction is the same for a single filer or a married couple, prompting some high earners to look for ways around the marriage penalty.

10/15/2026

Weak passwords, outdated software and poor Wi-Fi security can let strangers access your home camera.

Address

Hermitage, PA
16148

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

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