In Perspectives

The Broadway Bar & Grill is a small restaurant located, in what appears to be an old house, on the corner of Broadway & 6th Street near downtown Grand Rapids.  From the outside, this place does not look like much but when you walk in, the atmosphere and character of the bar will truly blow you away. The Broadway Bar has hundreds, if not thousands of memorabilia items that would take a few days to go through, from sports autographs to signed pictures of Marilyn Monroe. One thing that is clear about Broadway Bar is that they love holidays, specifically decorating for any given holiday. I visited the establishment in late February and they already had St. Patrick’s Day decorations hanging from the ceilings and special tablecloths laid out on every table. The owner, Cindy Berrington, purchased the bar about 20 years ago with her late father John Harvath. Since that time, Cindy has managed to create a neighborhood friendly bar with excellent food and excellent people.

One other side-note about the Broadway Bar & Grill is that they have delicious hamburgers! The burger menu consists of any type of burger you can think of, but in the spirit of the blog I had to try the “Broadway Bar Burger”. This burger was enormous! The burger served deluxe consisted of two patties, cheese, lettuce, tomato, pickle, onion, mayo, and mustard all between two slices of Texas toast. I would recommend the Broadway Bar to anyone who is looking for a unique location to take their family or even business colleagues because the burgers are cooked to perfection and the atmosphere of the bar is something that you won’t soon forget. When I visited again recently, I was told that every Thursday Cindy serves up a homemade dinner that will not leave you hungry, and in the summer her specialty is often barbecue. I am already looking forward to stopping in and trying some ribs once this weather finally turns the corner!

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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