Legacy Trust Gr

Get Full Access

Description

  • At Legacy Trust, we have three areas of interestyou, your family and the generations that will follow. For over a decade, weve met the financial management needs of West Michigans most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding.The fate of your wealth shouldnt be a matter of chance. It should be a matter of choice. Thats why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused.In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as youd like. Its not the common approach, or the easiest, but to us, its always been paramount.Wealth management is complex, but it doesnt have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.
  • location

    Headquarters:99 Monroe Avenue Suite 600, Grand Rapids, Michigan, United States

    More
  • Legacy Trust Gr phone

    Phone Number: +1 616-454-2852

  • Legacy Trust Gr website

    Website: https://www.legacygr.com

  • Legacy Trust Gr employees

    Employees:19

  • Legacy Trust Gr revenue

    Revenue:$10 - 50M

  • Legacy Trust Gr legal name

    Legal Name:Legacy Trust Gr

  • Legacy Trust Gr's Social Media

    Legacy Trust Gr linkedin
  • done Is this data correct?
  • |  NAICS Code: 522110  |

    Show More
Person level website identification

CEO for Legacy Trust Gr

Tracey Hornbeck

President And Chief Executive Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Laina Mills

Chief Investment Officer

Steve Doorn

Senior Vice President, Director Of Portfolio Management

Brian Downs

Vice President

Kelly Deridder

Senior Vice President And Senior Trust Officer

Jeffrey Dixon

Vice President Of Investment

Frequently Asked Questions regarding Legacy Trust Gr

  • Where are Legacy Trust Gr's Headquarters?

    Legacy Trust Gr's Headquarters are in 99 Monroe Avenue Suite 600,Grand Rapids,Michigan,United States

  • What is Legacy Trust Gr's phone number?

    Legacy Trust Gr's phone number is +1 616-454-2852

  • What is Legacy Trust Gr's official website?

    Legacy Trust Gr's official website is https://www.legacygr.com

  • What is Legacy Trust Gr's Revenue?

    Legacy Trust Gr's revenue is $10 - 50M

  • What is Legacy Trust Gr's NAICS code?

    Legacy Trust Gr's NAICS code is 522110

  • How many employees are working in Legacy Trust Gr

    Legacy Trust Gr has 19 employees

  • What is Legacy Trust Gr's Industry?

    Legacy Trust Gr is in the industry of Investment Management

  • Who is Legacy Trust Gr's CEO?

    Legacy Trust Gr's CEO is Tracey Hornbeck

Company Directory