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Legacy Trust Announces New CEO and Adds Three Established Wealth Advisors
Legacy Trust Announces New CEO and Adds Three Established Wealth Advisors Local wealth management firm and private trust bank repositions team to further deliver an all-local, personalized client experience. Grand Rapids, Mich.,… Read More
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Tracey Hornbeck Joins Legacy Trust
Experienced financial services leader and CFO Tracey Hornbeck has joined Legacy Trust as chief financial officer and chief operating officer. In her new role with the Grand Rapids investment and wealth-management services… Read More
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Mark Periard Joins Legacy Trust
Attorney Mark Periard has joined Legacy Trust as the director of wealth management. In his new role with the Grand Rapids investment and wealth-management services provider, Periard will be responsible for leadership… Read More
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It’s About The Relationship
We want to share this week’s Inside Track on our founder and CEO, Bill Walker. Bill talked with The Grand Rapids Business Journal reporter Charlsie Dewey about his background and the experiences… Read More
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Act Quickly – Qualified Charitable Distributions Newly Approved for Tax Savings in 2015
On December 18, 2015 President Obama completed the federal government’s Christmas gift to U.S. tax payers by signing the Protecting Americans from Tax Hikes (PATH) Act of 2015. The PATH Act extended,… Read More
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Carl Jandernoa Joins the Legacy Trust Board of Directors
Carl Jandernoa, vice president of 42 North Partners, has joined the board of directors for Legacy Trust and Legacy Trust Holding Company. Jandernoa brings more than 15 years of executive and leadership… Read More
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Support Local Businesses by Participating in Small Business Saturday
As a consumer, you are a key part in helping small businesses thrive. By shopping or dining at small businesses, you’re showing your support for the small businesses in your community. Small… Read More
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Michigan ABLE Act
If you have a loved one with special needs, you worry about their future and caring financially for them long term. Some good news hit Michigan recently – legislation was signed that… Read More
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Quan Mac Recognized as Grand Rapids Business Journal’s “40 Under Forty” Class of 2015
Quan Mac has been recognized as Grand Rapids Business Journal’s “40 Under Forty” Class of 2015, honoring young business and community leaders making a difference in West Michigan. The annual recognition program… Read More
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Board Member Rallies Business Community to Save Downtown Christmas Tree
Charlie Secchia, a member of the Board of Directors at Legacy Trust, and John Inhuslen, a local attorney rallied over 40 local businesses and individuals to donate the funds needed to display… Read More