Legacy Private Trust

2 Neenah Center, Neenah, Wisconsin 54956, Winnebago County, United States


Business Details

Trust Management Services - Independent Trust Company

Are you looking for financial advisors, legacy private trust is the best place to choose. Legacy Private Trust believes that financial planning is not a one-time event but an ongoing process. That's why we strive to develop long-term relationships with our clients, built on trust, transparency, and mutual respect. We understand that life is unpredictable, and we are committed to providing our clients with the flexibility and support they need to navigate any challenges that may arise. Our team of experienced financial advisors brings a wealth of knowledge and expertise to the table. We have helped countless families, businesses, and organizations achieve their financial goals, and we are committed to continuing to deliver exceptional results for our clients. We pride ourselves on our ability to develop customized solutions that meet the unique needs and objectives of each client. We understand that financial planning can be intimidating, and we are committed to making the process as straightforward as possible.
• Financial Planning
• Trust Services
• Investment Management
• Estate Settlement
• Retirement Planning
• Tax Planning

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2 Neenah Center, Neenah, Wisconsin 54956, Winnebago County, United States

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Opening hours
GMT -05:00
07:30 AM - 04:30 PM
07:30 AM - 04:30 PM
07:30 AM - 04:30 PM
07:30 AM - 04:30 PM
07:30 AM - 03:00 PM

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