Legacy Trust Family Wealth Offices

Legacy Trust Family Wealth Offices

Investment Management, 4200 Marsh LNDG BLVD, Jacksonville Beach, Florida, 32250, United States, 11-50 Employees

legacytrustcompany.com

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Who is LEGACY TRUST FAMILY WEALTH OFFICES

We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepa...

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  • 4200 Marsh LNDG BLVD, Jacksonville Beach, Florida, 32250, United States Headquarters: 4200 Marsh LNDG BLVD, Jacksonville Beach, Florida, 32250, United States
  • 2000 Date Founded: 2000
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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Legacy Trust Family Wealth Offices Org Chart and Mapping

Employees

Chelsea Rodgers

Relationship Manager Associate

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Frequently Asked Questions Regarding Legacy Trust Family Wealth Offices

Answer: Legacy Trust Family Wealth Offices's headquarters are located at 4200 Marsh LNDG BLVD, Jacksonville Beach, Florida, 32250, United States

Answer: Legacy Trust Family Wealth Offices's phone number is +19*********

Answer: Legacy Trust Family Wealth Offices's official website is https://legacytrustcompany.com

Answer: Legacy Trust Family Wealth Offices's revenue is $10 Million to $25 Million

Answer: Legacy Trust Family Wealth Offices's SIC: 6282

Answer: Legacy Trust Family Wealth Offices's NAICS: 523930

Answer: Legacy Trust Family Wealth Offices has 11-50 employees

Answer: Legacy Trust Family Wealth Offices is in Investment Management

Answer: Legacy Trust Family Wealth Offices contact info: Phone number: +19********* Website: https://legacytrustcompany.com

Answer: We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? That could be because many of them are. They may earn commissions on trades or for selling certain investments. Or they may receive bonuses based on how much new business they generate instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.

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