Legacy Financial Strategies, Inc.

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.

09/07/2026

Small business AI succeeds or fails on trust, not technology. The counterintuitive first step is drawing lines around what stays human.

09/05/2026

The U.S. economy increasingly depends on the buildout of data centers, according to the Federal Reserve’s “Beige Book” report.

09/04/2026

It's hard to time the market. Learn how evidence-based decision-making, fee management and strategic planning beats prediction.

09/03/2026

National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

09/02/2026

The Derek Jeter-founded Arena Club sees “a new era of collecting.” Some see another instance of gambling taking over an American tradition.

09/01/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

08/31/2026

After losing her mom, one daughter finally made the trip she’d long imagined to Dollywood—and returned to hear how others are honoring Dolly’s memory.

08/30/2026

Former Canadian Minister of International Trade, Mary Ng, says Canada is facing a lasting shift in US trade policy after negotiations broke down.

08/29/2026

More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

08/28/2026

The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

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

Website

Alerts

Be the first to know and let us send you an email when Legacy Financial Strategies, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Financial Strategies, Inc.:

Shortcuts

Share

Category