Preferred Legacy Trust
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
4840 Higbee Ave NW Ste 4840, Canton, Ohi...Phone Number
(330) 462-7130Website
www.preferredlegacy.comRevenue
<$5 MillionIndustry
About Preferred Legacy Trust
Preferred Legacy National Trust Bank specializes in simplifying estate planning and trust administration for high-net-worth families. They offer a range of services including fiduciary services, retirement plan management, family stewardship, and comprehensive financial planning. The bank focuses on helping families protect and grow their wealth through personalized legacy strategies and financial stewardship. Their goal is to ensure that clients' values, assets, and impact endure for generations.Explore more
Preferred Legacy Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2007
MS
Mark ShermanChief Investment Officer & Chief Information Officer & Portfolio Manager
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Preferred Legacy National Trust Bank specializes in simplifying estate planning and trust administration for high-net-worth families. They offer a range of services including fiduciary services, retirement plan management, family stewardship, and comprehensive financial planning. The bank focuses on helping families protect and grow their wealth th... Read More
