Legacy Financial Network of Grand Rapids

Financial ServicesMichigan, United States2-10 Employees

Founded in 2009, Legacy Financial Network is West Michigan's fastest growing RIAs.  The growth has been driven by our unique five-step onboarding process which emphasizes the client getting to thoroughly know the firm and our philosophies in the first two steps.

We hire top ethical, motivated, compassionate, and intellectual talent across Michigan. At a minimum, our agents are licensed as Life and Health agents. Some also hold securities licenses.

Our client-focused approach, enhanced by several exclusive financial tools keeps our client retention ratio very high.  Annual reviews are requirements and not nice-to-haves with us.  We also emphasize education as shown by the multiple social security workshops throughout the year.  

We do not ask about minimums, but instead to ask for a commitment to follow your financial plan.  We work best with clients who want to work with someone and who is willing to follow their plan.

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