Greenleaf Trust的封面图片
Greenleaf Trust

Greenleaf Trust

金融服务

Kalamazoo,MI 4,330 位关注者

Financial Security from Generation to Generation.

关于我们

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.

网站
https://www.greenleaftrust.com
所属行业
金融服务
规模
51-200 人
总部
Kalamazoo,MI
类型
私人持股
创立
1998
领域
Wealth Management、Wealth Management "Goals Based"?、Trust Administration、Retirement Planning、Retirement Plan Administration、Estate Settlement、Family & Foundation Services、Endowment & Foundation Services、Strategic Financial Planning、Asset Managment和Trust

地点

Greenleaf Trust员工

动态

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