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Legacy Private Trust
Owner at Legacy Private Trust
Areas of Expertise | estate planning | investment management | retirement planning | tax planning | charitable giving |
∞ 0 recommend
2 Neenah Center 5th Floor
Neenah, WI
54956
As a trusted financial partner, we prioritize understanding the unique financial needs and goals of our clients at Legacy Private Trust. Our experienced team of professionals excels in providing tailored solutions that address specific requirements. By closely collaborating with clients, we design personalized strategies that align with their financial situations, enabling them to achieve their objectives. Trust, transparency, and commitment to success are the pillars of our long-term relationships with clients. Before selecting a financial advisor, it's crucial to identify your financial goals and priorities.
Mon - Thu 7:30AM - 4:30PM
Fri 7:30AM - 3:00PM
Sat - Sun Closed
Holidays Closed