Frequently Asked Questions 

What is Match a Mission

Legends Financial Services has realized the impact of our client gifts and the businesses, organizations and causes they believe in. Therefore, we are following our client's lead and matching donations up to $300 per client family. 

If I am not a client, can I still request a match? 

At this time, we are only accepting client requests to match. Please reach us on the contact page with any questions. We care about our client's values and would love to learn more about yours too.  

Am I limited to only submitting one request?  

Yes, each client family may submit one request and we will match your donation up to $300. 

Who can I request a match for?  

You are welcome to request a match for any business, organization or person that you have helped in 2022. Please understand that Legends Financial Services Group reserves the right to evaluate all requests to determine that a match is consistent with our shared client and enterprise values.

How do I submit a request for my match? 

You may proceed to the Match-Request page and complete a brief match request submission to get your match in motion. 

When will matches be distributed? 

Matches will be met on a first-come, first-served basis until the Legends matching goal of $15,000 is achieved. Please allow for a period of up to 30 days for a letter from our team confirming your match.  We respectfully request a period of up to 60 days for all matching contributions to be distributed. 

Do I need to provide formal documentation for my gift? 

As an investment in our client's values, this campaign is based on a good faith match only.  

Securities offered through LPL Financial, Member FINRA/SIPC. 
Investment advice offered through Cornerstone Wealth Management, LLC a registered investment advisor.
Legends Financial Services Group LLC and Cornerstone Wealth Management LLC are separate entities from LPL Financial.
Neither LPL Financial nor Legends Financial Services Group are affiliated with any of the entities listed. 

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