Legion Financial

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United States
Plantsville, CT
Legion Financial

Financial Advisors-Retirement Planning-Wealth Management-Life Insurance Legion Financial was formed for the purpose of assisting people.

We know the challenges people face when it comes to retirement , investing, and asset protection strategies. Our goal is to help individuals, businesses, and governmental organizations, find a path to financial freedom. We work with you one on one to provide advice and guidance towards achieving these goals. Our commitment to you is we will give you continuous, individualized attention, and consid

eration that you need and deserve. We at Legion Financial work as a team to provide you with most comprehensive attention and service. We have built professional relationships with experienced and knowledgeable financial professionals throughout New England and Connecticut. Because of these relationships, we have access to professionals that focus in just about any situation that arises. Our belief is that it is all about our clients. Our promise is to help provide strategies for the assets you already have and to help you build confidence in your financial decisions. Our mission is to help you with your retirement goals.

[Legion Financial] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

02/10/2026

Black History is American History. Proud to celebrate and reflect this month and every day.

12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!

11/19/2025

Members of the Connecticut Branch of Equitable Advisors were happy to participate in a Day of Service with Circle of Care! Located in Connecticut, Circle of Care is an organization that provides practical, emotional, and financial assistance for families who have children fighting cancer. From the day of diagnosis through treatment and beyond, Circle of Care has programs and services that meet the unique and challenging needs of a child's cancer journey.

For the 8th year, Equitable Advisors was the proud sponsor of Circle of Care’s annual event; “ThanksGathering.” It’s a day for families to come together, relax and enjoy themselves! When they leave, they take home a Holiday Bag filled with all the trimmings needed to prepare a Thanksgiving Dinner!

11/11/2025

Today we honor the courage and commitment of
our nation's veterans. Thank you for your service!

11/05/2025

As you head back into the school year, it’s important to prioritize your financial journey. As a financial professional, I can help you face the future with confidence. Reach out today and let’s work together on the plan that’s right for you. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0825_BTS_2025&utm_content=Value_of_An_Advisor

10/15/2025

Curious about making your money work harder? Discover the power of compound interest, a simple yet effective way to grow your investments over time. Whether you're new to investing or seeking to enhance your financial knowledge, this video is full of valuable tips and examples to get you started. Watch this video and help begin your journey to a prosperous financial future. https://equitable.com/perspectives/planning/2025/compound-interest?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0825_BTS_2025&utm_content=Compound_Interest

09/10/2025

The start of the school year is a great time to review your retirement plan contributions. Check in on your progress using our retirement planning calculator. Reach out to discuss how our retirement savings plans can help you confidently build a secure future. https://equitable.com/individuals/retirement-savings-plans/retirement-planning-calculator?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0825_BTS_2025&utm_content=The_Start_of_the_School_Year

Address

772 South Main Street
Plantsville, CT
06479

Telephone

+12038061107

Website

http://www.legionfinancial.net/

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