Capital Investment Advisors

For more than 40 years, The Legend Group has helped people prepare for retirement. It provides services to individuals interested in retirement plans and businesses wanting to provide retirement planning services to employees. The company offers a range of investment services for long-term investors. Its products and services help clients with financial needs, such as planning for college tuition, estate planning, long-term care, disability insurance, annuities and individual retirement accounts. The company s retirement advisors are trained professionals dedicated to helping clients create and maintain investment strategies. The Legend Group also offers corporate retirement plan services to businesses interested in providing employees with this benefit. Its corporate services include 403(b) TSA plans, Roth 403(b) accounts, 401(k) plans, Simplified Employee Pension plans and 457 deferred compensation programs. The company has headquarters in Palm Beach Gardens, Fla., and offices throughout the United States.

Professional Advisory Services, Inc. (PASI) is a family-run investment management company based in Vero Beach, FL. Founded in 1977, PASI is committed to providing personalized service and helping clients achieve their financial goals through disciplined investing and absolute integrity. PASI has been recognized for its excellence in the financial industry, ranking #56 in the country and #3 in the State of Florida among CNBC's list of the Top 100 Financial Advisors for 2023. With a strong foundation of integrity and a dedicated team, PASI continues to uphold its traditions and treat clients the way they would want to be treated.Generated from the website

SpecialtiesRetirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management.