David Gollner

About David Gollner

David graduated with a B.A. from Youngstown State University. He has helped seniors in western Pennsylvania and eastern Ohio manage, protect and enjoy their nest eggs for 44 years. David is a Master Certified Estate Planner ™, Life Underwriting Training Council Fellow, a Registered Financial Consultant, and a graduate of the IRA Institute to name just a few of his designations.

He is an associate member of the American Bar Association, the Mahoning-Shenango Valley Estate Planning Council, Shenango Valley Chamber of Commerce, Better Business Bureau, an approved member of the National Ethics Bureau ™, and the National Institute of Certified Estate Planners. David is a popular speaker throughout the area teaching seniors to take control of their investments, income taxes, and their futures.

About Legacy Financial Strategies, Inc.

Legacy Financial Strategies, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

* Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

* Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

There are no warranties implied. Legacy Advisory Group, Inc.  (“RIA Firm”) is a registered investment adviser located in [Hermitage, PA]. Legacy Advisory Group, Inc.(LAG) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  Insurance products and services are offered and sold through Legacy Financial Strategies, Inc.  and individually licensed and appointed insurance agents. Tax preparation and accounting services are offered through Innovation Tax Service, a dba of Legacy Financial Strategies, Inc.