Intelligent solutions for today’s investors

Investment Solutions for Today's Investors

At Suncoast Wealth Solutions, Inc. (The Legend Group), our commitment is to help you work towards achieving all your financial goals. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward their financial future. We utilize numerous investment products and strategies to help our clients pursue their goals and dreams.

Our Services

  • Investments
  • Retirement Plans
  • Insurance Services
  • Financial Counseling
  • Pension Maximization Strategies
  • State Retirement Plans Counseling
  • Access to Professional Portfolio Management through Legend Advisory
  • W-4 Consultations

Steven Fisher, CFP®, President (Suncoast Wealth Solutions)

Registered Principal
31
Years of Experience

in the financial services industry

Stephen "Patrick" Fallon, CFP®, CRC®, Vice-President (Suncoast Wealth Solutions)

CERTIFIED FINANCIAL PLANNER™ Professional
19
Years of Experience

in the financial services industry

Lee Barnard, CRC®, CWS®, Vice-President (Suncoast Wealth Solutions)

Registered Representative
18
Years of Experience

in the financial services industry

George Goodroe, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
19
Years of Experience

in the financial services industry

Charles S. Campana

Registered Representative
23
Years of Experience

in the financial services industry

Angela Maraj

Registered Representative
5
Years of Experience

in the financial services industry

David J. Constantino

Registered Representative
4
Years of Experience

in the financial services industry

18
Years of Experience

in the financial services industry

Darby Lerner, Administrative Assistant


9
Years of Experience

in the financial services industry

Carol Holton, Administrative Assistant to Patrick Fallon and Steven Fisher


26
Years of Experience

in the financial services industry

Pam Goebel, Administrative Assistant to Lee Barnard


3
Years of Experience

in the financial services industry

Suncoast Wealth Solutions, Inc. and the listed firms are independent and non-affiliated.

Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.

Interested in finding out more? It's easy! Contact a Legend Group Financial Professional today.
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