Legacy Trust GR

Legacy Trust Gr

Investment Management, 99 Monroe Ave Nw, Grand Rapids, Michigan, 49503, United States, 11-50 Employees

legacygr.com

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Who is LEGACY TRUST GR

At Legacy Trust, we have three areas of interestyou, your family and the generations that will follow. Since 2004, weve met the financial management needs of West Michigans most prosperou...

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industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Legacy Trust GR Org Chart and Mapping

Employees

Mark Periard

Director of Wealth Management

Danielle Parmenter

Wealth Planning and Client Services Associate

Steve Doorn

Senior Vice President, Director of Portfolio Management

Spencer Deyoung

Information Security Officer

Kelly Deridder

Senior Vice President & Senior Trust Officer

Christi Powers

Senior Administrative Assistant

Jeff Dixon

Sr. Vice President Ands Sr. Portfolio Manager

Brian Balke

Vice President, Senior Portfolio Manager & Wealth Advisor

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Frequently Asked Questions Regarding Legacy Trust GR

Answer: Legacy Trust GR's headquarters are located at 99 Monroe Ave Nw, Grand Rapids, Michigan, 49503, United States

Answer: Legacy Trust GR's phone number is +16*********

Answer: Legacy Trust GR's official website is https://legacygr.com

Answer: Legacy Trust GR's revenue is $5 Million to $10 Million

Answer: Legacy Trust GR's SIC: 6282

Answer: Legacy Trust GR's NAICS: 523940

Answer: Legacy Trust GR has 11-50 employees

Answer: Legacy Trust GR is in Investment Management

Answer: Legacy Trust GR contact info: Phone number: +16********* Website: https://legacygr.com

Answer: At Legacy Trust, we have three areas of interestyou, your family and the generations that will follow. Since 2004, 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.

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