Private Wealth Management

An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory Services offered through Summit Financial

Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation

Our history

Our firm was founded by Terry Bahgat in January of 2000 with a priority of helping both professionals and privately owned companies to create, accumulate, and preserve the wealth that their extensive education, training and years of hard work have earned them.

Independent Advice

As a truly independent wealth advisory firm we are not obligatedto push any singular financial solution. Our network of objective experts brings together the “best of the best” in wealth management services, regardless of brand affiliation. Our sole commitment is to you; to first explore, and then implement the best possible ways to leverage your wealth so that it not only sustains you but elevates you.

Firm Capabilities

8 Wealth Advisors with an average experience of over 25 years in the fields of finance, investments, risk management, and banking.

Internal partners include: CPA – Accounting, Audit, Tax, and Consulting Payroll Services Attorney at Law – Business, Personal & Estate

Legal Services

Service Offering Investment

Management

Banking and Lending

Services

Retirement Plan

Services

Retirement Income

Planning

Comprehensive Financial

Planning

Risk Management

Long Term Care Planning

College Planning

Estate Planning

Wealth Transfer

Health Insurance

Employee Fringe

Benefits

Corporate and

Investment Banking

• Private Equity

• Public Equity

• Municipal Debt

Investment Services

Stocks

Options

Bonds

Mutual Funds

EFT’s

CD’s

Unit Investment

Trusts

Alternative

Investments

Variable Annuities

Variable Life

Insurance

Advisory &

Portfolio

Management

Wachovia

Through the relationship of our clearing firm, First Clearing Corporation (FCC), a wholly owned subsidiary of Wachovia Corporation we offer:

Commercial lending

Commercial mortgages

Construction loans

Business lines of credit

Certificates of deposit

Business Checking Accounts

Business Investment Accounts

Trust Services

Retirement Plan Services

We provide access to some of the strongest names in retirement plan services:

UNIFI Wachovia Nationwide John Hancock Hartford SEI MassMutual SunAmerica

Health Insurance

We help you find ways to reduce the cost of employee

benefits

We research the most cost effective plans for your

company

We enroll and help educate your employees

We represent

AIG

Allstate

Guardian

Blue Cross/Blue

Shield

Independent Health

Univera

Corporate and Investment Banking

Private Equity

Public Equity

Municipal Debt

Mergers and Acquisitions

Construction Financing

WachoviaSummit Brokerage Services, Inc. First Clearing

LLC

Wachovia’s Representative Transactions

CTI Molecular Imaging

$182 million June 2002

Ipayment, Inc.

$80 million May 2003

Staktek

$130 million February 2004

MannKind

$87.5 million July 2004

Emageon

$65 million February 2005

Public Equity

Real Estate Capital Markets (RECM)Provides permanent financing (mortgages) for client with income generating properties (e.g. apartments,

retail strip malls, office parks, etc.).

ADG Group$85.4 million mortgage - mobile home parkQ4 2004

Wangard Partners $6.8 million mortgage - supermarketQ1 2005

Tack Capital$4.1 million mortgage - apartment complexQ1 2005

DDM$9 million mortgage - Wal-MartQ3 2005

Center Point Apartments$7.7 million mortgage – apt. complexQ4 2005

Youngan Properties18.5 million mortgage – office propertyQ4 20005

Hinman$51.1 million mortgage – office propertyQ3 2005

Municipal Offerings

Provides full-service tax-exempt debt products for municipal, nonprofit and

corporate clients. Shepherd Capital$10 millionTaxable bond offeringCommercial office building August 2004

State of Illinois$885 million General obligation bonds2004/2005

Jade Pig Ventures$17.5 million Taxable bond offering Real estate companyFebruary 2005

Nicholas Capital$7.1 million Taxable bond offeringReal estate financial entityMarch 2005

Magdim C-Stores$4.66 million Industrial Revenue bond offeringReal estate storage companyJune 2005

Virginia Museum of Fine Arts$30 million Tax-exempt financing October 2005

Summary

Corporate Family Office Concept

Legacy Quest Advisors, LLC – becomes the central warehouse for our clients financial

lives

A unique proposition in our marketplace

John Ariola Terry D. Bahgat, LUTCF, RFC

Mark A. Dobson, LUTCF

Legacy Quest Advisors, LLC

An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory

Services offered through Summit Financial Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation

1400 Sweet Home Road, Suite 1 | Amherst, NY 14228

Office: 716 200-4900 www.legacyqa.com