Mr. Bedford said, "We found LPL Financial to be head and shoulders above the rest of the industry. They have done an outstanding job of putting the client's interests first. We have also enjoyed invaluable support from Private Advisor Group, which has made our transition, and the transition of our clients, to our independent advisory firm smooth and seamless. We greatly appreciate their help and could not have done it without them."About Legacy Financial Planning Legacy Financial Planning is an investment advisory firm dedicated primarily to retirement and estate planning. Based in Rochester, NY, Legacy Financial Planning services upstate New York and parts of New England, and serves a national clientele. It specializes in providing retirement-oriented financial planning advice and instruction to employees of large organizations, including Fortune 500 companies. Its principals, Tamar Mogilski and Brian Bedford, and their staff serve approximately 400 clients with a total of 1,500 accounts and investment assets of more than $150 million held with the Private Advisor Group.
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