Investment Services

CommStar Credit Union has partnered with The Legend Group to bring its members high quality, innovative investment services.

 

Experience. Innovation. Expertise. Commitment.

These are the qualities that have enabled The Legend Group to become a premier provider of retirement planning services.

As an industry leader with over 50 years of experience, The Legend Group offers a variety of innovative products and services designed to meet the unique needs of individual investors. When you partner with The Legend Group, you have access to a wealth of investment planning knowledge. The Legend Group of Companies offers a wide spectrum of investment options, professional investment management programs and high-quality client service through our nationwide network of independent Financial Professionals.

Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the §403(b) retirement plan market.

Legend’s mission is to deliver professional investment advice, quality investment products and unparalleled service. We are prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them.

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Gary J. Mendelow,CFP®, CRC®, Celenea L. Brewer and The Legend Group are partnering with CommStar Credit Union to provide investment services to CommStar’s members. Gary and Celenea were selected to provide this service for CommStar’s members after an extensive search for the right partner.

To learn more about The Legend Group visit their website at www.WeDo401kRollovers.com !

 

 

 

NON-DEPOSIT INVESTMENT PRODUCTS AND SERVICES ARE OFFERED THROUGH LEGEND EQUITIES CORPORATION, A REGISTERED INVESTMENT ADVISOR, AND MEMBER FINRA/SIPC. PRODUCTS OFFERED THROUGH LEGEND EQUITIES CORPORATION ARE NEITHER FEDERALLY OR STATE INSURED AND ARE NOT INSURED BY FDIC OR NCUA/NCUASIF. THERE ARE NO GUARANTEES OR OBLIGATIONS OF THE CREDIT UNION AND MAY INVOLVE INVESTMENT RISK AND LOSS OF PRINCIPAL. FINANCIAL ADVISORS ARE REGISTERED THROUGH THE LEGEND GROUP. THE CREDIT UNION HAS CONTRACTED WITH LEGEND TO MAKE NON-DEPOSIT INVESTMENT PRODUCTS AND SERVICES AVAILABLE TO CREDIT UNION MEMBERS

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