Legacy Private Trust

Created/changed by: legacyprivate

Address details

2 Neenah Center 5th Floor, Neenah, WI, 54956, US

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Coordinates

N44° 11' 11.95728" W88° 27' 37.20924"   (44.1866548, -88.4603359) Start navigation »

Phone & WWW

920-967-5020
https://www.lptrust.com/

Business hours

Mon - Thu: 07:30 - 16:30
Fri: 07:30 - 15:00

Info

At Legacy Private Trust, we are committed to crafting tailored solutions that meet the evolving needs of families, businesses, and organizations. Our unwavering dedication has established us as a trusted financial partner, fostering lasting relationships with a diverse and expanding clientele. As a dynamic team, we pride ourselves on being adaptive and proactive, consistently providing innovative strategies that address the unique challenges our clients face. With years of experience and extensive industry knowledge, our team of expert advisors empowers clients to navigate the intricate landscape of finance with confidence. We understand that every individual, family, business, or organization has distinct goals and aspirations.





Email: jerivbarry@gmail.com

Services: Financial Planning, Trust Services, Investment Management, Estate settlement, Retirement Planning, Tax Planning

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