Legacy Private Trust

Are you looking for a firm that provides you with thorough financial services? Look no further, Legacy Private Trust is a financial services firm that specializes in providing comprehensive wealth management services to clients who seek to manage their wealth effectively. The company understands that managing wealth can be a daunting task, particularly when it involves complex financial planning, tax optimization, and estate management. Therefore, they offer a wide range of financial services designed to help clients achieve their financial goals and build a legacy for future generations. The firm’s team of experts brings together a diverse range of skills and experience in investment management, tax planning, and estate planning. They work closely with outside advisors, such as attorneys and tax professionals, to ensure that every aspect of clients’ financial plans is optimized for maximum impact. Legacy Professionals has deep roots in the community and a history of serving multiple generations of families, which is a testament to the firm’s commitment to building long-term relationships based on trust and mutual respect.
Services:
• Financial Planning
• Trust Services
• Investment Management
• Estate Settlement
• Retirement Planning
• Tax Planning
E-mail: jerivbarry@gmail.com