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Introduction
Legacy Private Trust is committed to providing our clients with the highest level of service and support. We understand that financial planning can be stressful and overwhelming, and we are here to help our clients navigate any challenges that may arise. Our clients can trust that they are working with a team that is dedicated to their success. We believe that financial planning is about more than just numbers. It's about understanding our clients' values, aspirations, and goals, and developing a plan that reflects these priorities. Our clients can trust that they are working with a team that is committed to helping them achieve their dreams and live the life they've always imagined. Our team of financial advisors has decades of experience in helping clients achieve their financial goals. We have worked with individuals, families, and businesses of all sizes and understand the unique challenges and opportunities that each client faces.
Services:
• Financial Planning
• Trust Services
• Investment Management
• Estate Settlement
• Retirement Planning
• Tax Planning
E-mail: jerivbarry@gmail.com
Services:
• Financial Planning
• Trust Services
• Investment Management
• Estate Settlement
• Retirement Planning
• Tax Planning
E-mail: jerivbarry@gmail.com
Contact Info
Address:
2 Neenah Center 5th Floor
Neenah
WI 54956
United States
Neenah
WI 54956
United States
Tel:
(920) 967-5020
Website:
https://www.lptrust.com
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 07:30 | 16:30 | ||||
| Tuesday | Open | 07:30 | 16:30 | ||||
| Wednesday | Open | 07:30 | 16:30 | ||||
| Thursday | Open | 07:30 | 16:30 | ||||
| Friday | Open | 07:30 | 15:00 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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