The Preferred Legacy National Trust Bank
金融服务
Canton，Ohio 1,554 位关注者
Preserve your roots. Grow your legacy.
关于我们
“The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services, guiding families and businesses with integrity and strategic solutions. Committed to knowing and understanding your family and business dynamics, we provide a range of services to meet the goals of each individual and family; we are advocates for your wealth and legacy and are able to work with outside and independent advisors to manage your unique and special assets within your estate plan.” Our services include: Fiduciary services including: Trust and Estate Admin Retirement Plan Trustee Family Stewardship & Philanthropy Charitable gifting Family & Donor Foundation Advisory Household Financial Management Enhanced Bill Payment Real Estate Advisory Financial Reporting Concierge Services Planning and Advisor Services Bank Advisory Private Investment Advisory Self-Directed IRA Administration Business Advisory The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
- 网站
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https://www.preferredlegacy.com
The Preferred Legacy National Trust Bank的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Canton，Ohio
- 类型
- 私人持股
- 创立
- 2020
地点
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主要
获取路线
4840 Higbee Ave NW
Suite 4840
US，Ohio，Canton，44718
The Preferred Legacy National Trust Bank员工
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David Hall, AFIM, CISP
Vice President, Investment Strategist & Bank Advisory Officer at The Preferred Legacy National Trust Bank
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Tiffany A. Gill- Rockstroh, CTFA
President at The Preferred Legacy National Trust Bank
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Jenna Escola
Trust and Estate Administrator
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Jeffrey Hall
Executive Vice President, Chief Fiduciary Officer, The Preferred Legacy National Trust Bank
动态
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Thanksgiving is a time for gratitude and togetherness, but if your trustee is a family member, it can complicate things.??With a professional in charge, financial discussions stay off the dinner table, allowing everyone to enjoy quality time without stress. This holiday season, invest in peace of mind by choosing a professional trustee. Enjoy your Thanksgiving with the family you love. ? https://lnkd.in/gZ3GcsaY #creatingalegacythatlasts #thepreferredlegacytrust
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“Great” is one way to describe LILY PHOU, Senior Wealth Strategist for The Preferred Legacy National Trust Bank, perhaps because her favorite book is “Good to Great,” by Jim Collins. This book will explain how some companies sit idle at their baseline markers and why other companies succeed and achieve at unimaginable heights. Looking for inspiration, and motivation to take your business or career to the next step? Give this timeless piece a try.??
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Preparing for the holidays can be stressful.?Family gatherings can bring out many emotions. A professional trustee handles trust matters impartially, preventing potential disputes during the holidays and reducing tension.?This holiday season invest in peace of mind by choosing a professional trustee. Enjoy your Thanksgiving with the family you love. https://lnkd.in/gZ3GcsaY #creatingalegacythatlasts #thepreferredlegacytrust
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Offering a retirement plan to your employees is not only a benefit; it is an expectation. The Preferred Legacy National Trust Bank’s professional trustees give you peace of mind with knowing that your plan is managed properly with regulation in mind, giving you the freedom to spend your time running your business efficiently, while still creating a legacy for yourself and your employees. ? Learn more: https://lnkd.in/gr2HBAZh #creatingalegacythatlasts #thepreferredlegacynationaltrustbank
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David Hall, AFIM, CISP, Investment Strategist and Bank Advisory Officer, for The Preferred Legacy National Trust Bank enjoys a good murder mystery, the Alex Cross series by James Patterson is one of his favorites. The Alex Cross series contains 35 books, while not required, it is recommended you read them in order.?Looking for an easy read thriller??Pick the first one-Along Came a Spider. What are some of your favorite thrillers??
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At The Preferred Legacy Trust Bank we understand that leaving a meaningful legacy is crucial. We also recognize that each family's legacy and desires are distinct. Our team at The Preferred Legacy Trust Bank is here to guide you through the planning process. Learn more: https://lnkd.in/gr2HBAZh ? #creatingalegacythatlasts #thepreferredlegacynationaltrustbank
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Today we honor and salute all our veterans.?Thank you for your dedication and service to our country! #creatingalegacythatlasts #thepreferredlegacynationaltrustbank
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Denise M. Penz Penz, CEO and Vice-Chairman for the Preferred Legacy National Trust Bank discusses her favorite books. She says, “My favorite books are those that are the basis of a fond memory. The Sisterhood of the Traveling Pants series are books I keep on my shelf because my daughter and I read those aloud together when she was a teen. She has dyslexia and wanted to be able to discuss the books with her friends, so we read chapters each night together to help with her reading and to also allow her to keep the same pace as her friends. We laughed and we cried. I will always treasure those books.” What books do you treasure?
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The Preferred Way…..Kindness, Caring and Honest. If you are looking for an Independent Trustee to handle your business affairs who will care, be honest, and kind, The Preferred Legacy National Trust Bank will be the perfect fit.? Learn More: https://lnkd.in/gr2HBAZh ? #creatingalegacythatlasts #thepreferredlegacynationaltrustbank
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