Contact Us
Contact Information
LEGRAND ADVISORY GROUP
1413 Hertel Ave Suite 11 Buffalo Ny 14216
Office: 716-844-8140
Website: legrandadvisorygroup.com
Schedule an Introductory Conversation
Making financial decisions can feel overwhelming—especially when there are many moving parts. This introductory conversation is designed to provide clarity, not pressure.
Our goal is to understand what prompted you to reach out, answer initial questions, and determine whether our planning approach may be a good fit for your needs. There is no obligation to move forward, and no preparation is required unless noted in advance.
What This Meeting Is?
This is a complimentary introductory conversation intended to:
Learn about your goals, priorities, and concerns
Provide an overview of how our financial planning process works
Discuss whether working together may make sense based on your situation
The conversation is informational in nature and focused on understanding—not decision-making.
Who This Conversation Is Best Suited For?
This meeting is often helpful for:
Young adults and early-career professionals seeking structure and guidance as they build financial foundations
Professionals and families balancing multiple financial priorities
Individuals preparing for or navigating life transitions, such as career changes, family changes, or retirement planning
Those looking for thoughtful financial planning, rather than product recommendations or quick answers
If you are unsure whether this conversation is appropriate for you, you are welcome to schedule and we can determine that together.
What We May Discuss?
Topics may include:
Your current financial priorities and questions
Short- and long-term goals you are thinking about
General planning considerations and next steps
An overview of our planning philosophy and services
Any discussion is general in nature. Specific recommendations are not provided during this meeting.
What This Meeting Is Not
To ensure expectations are clear:
This is not a sales presentation
No products are offered or sold
No decisions are required during or after the meeting
Financial advice is not provided unless and until a formal engagement is established
Meeting Details
Length: Approximately 30 minutes
Format: Virtual meeting or phone call
Preparation: None required
After scheduling, you will receive a confirmation email with meeting details.
Privacy & Confidentiality
Information submitted through this scheduling page is handled in accordance with our Privacy Policy. We take reasonable steps to protect personal information and use secure systems for communication.
Important Disclosure
Information shared during this introductory conversation is for general informational purposes only and should not be considered individualized financial advice. Financial planning or advisory services are provided only pursuant to a written agreement and applicable disclosures.
Schedule Your Conversation
Please use the calendar below to select a date and time that works for you.