At Legacy Private Trust, our approach to financial planning revolves around a bespoke experience that resonates with the unique needs of individuals, businesses, and organizations. By offering a suite of services inclusive of trust services, investment management, estate settlement, retirement planning, and tax planning, we cement ourselves as committed financial advisors in asset growth and protection. Our tailor-made wealth management strategies ensure your financial objectives are met with precision and personal attention. As experienced professionals in estate planning, we're here to guide you through the complexities of safeguarding your legacy while optimizing fiscal benefits. Retirement planning is another critical facet of our service portfolio; we help clients navigate their path to a secure future. All our endeavors are grounded in our firm belief in upholding uncompromising standards of ethics and values in the financial industry. Our Business Hours: Mon-Thu: 7:30 A.M to 4:30 P.M Fri: 7:30 A.M to 3 P.M Sat-Sun: Closed | Our Services: Financial Planning, Trust Services, Investment Management, Estate settlement, Retirement Planning, Tax Planning