Legacy Financial Network of Grand Rapids Employee Directory

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.

Find Legacy Financial Network of Grand Rapids employees' phone numbers or email addresses

Legacy Financial Network of Grand Rapids Global Highlights

North America
16

United States Of America
16

Legacy Financial Network of Grand Rapids's Leadership

M. J. M.
Co-Founder And Managing Partner
Mobile Phone
Email
R. H.
Owner
Mobile Phone
Email
D. A.
Investment Advisor Representative
Mobile Phone
Email
E. T.
Wealth Management Intern
Mobile Phone
Email
R. Y.
Investment Advisor Representative
Mobile Phone
Email
T. A.
Agent/Producer
Mobile Phone
Email
J. D.
Insurance Sales Rep
Mobile Phone
Email
C. J.
Agent
Mobile Phone
Email

Legacy Financial Network of Grand Rapids Employee Metrics

100%

50%

0%

2026

2025

Sales
Accounting
Banking
Business
Entertainment
Other

Contact profiles from Legacy Financial Network of Grand Rapids

Name

Title

Contact Info

Location

Last Update

M. J. M.
Co-Founder And Managing Partner
Mobile Phone
Email
United StatesMichigan
Mar 24, 2026
R. H.
Owner
Mobile Phone
Email
Oct 21, 2024
D. A.
Investment Advisor Representative
Mobile Phone
Email
United StatesMichigan
Nov 03, 2025
E. T.
Wealth Management Intern
Mobile Phone
Email
United StatesMichigan
Jan 22, 2026
R. Y.
Investment Advisor Representative
Mobile Phone
Email
Nov 12, 2025
T. A.
Agent/Producer
Mobile Phone
Email
United StatesMichigan
Feb 18, 2026
J. D.
Insurance Sales Rep
Mobile Phone
Email
United StatesMichigan
Jan 22, 2026
C. J.
Agent
Mobile Phone
Email
Oct 23, 2024
C. H.
Insurance Agent
Mobile Phone
Email
Oct 21, 2024
M. E.
Accounting Bookkeeper
Mobile Phone
Email
United StatesMichigan
Oct 23, 2024

Frequently Asked Questions

What is Legacy Financial Network of Grand Rapids known for?

Legacy Financial Network of Grand Rapids was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1676 Viewpond Drive Southeast Suite 2a Grand Rapids, Michigan 49508 United States; you can contact the main corporate office by phone at

+1-616-589-****

. Explore Legacy Financial Network of Grand Rapids's company overview page for more information.

What is Legacy Financial Network of Grand Rapids's most common email format?

Legacy Financial Network of Grand Rapids employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Financial Network of Grand Rapids email formats with LeadIQ.

How many employees does Legacy Financial Network of Grand Rapids have currently?

Legacy Financial Network of Grand Rapids has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Legacy Financial Network of Grand Rapids's key employees and leadership?

As of February 2026, Legacy Financial Network of Grand Rapids's key employees include:

Co-Founder And Managing Partner: M. J. M.
Owner: R. H.
Investment Advisor Representative: D. A.
Wealth Management Intern: E. T.
Investment Advisor Representative: R. Y.

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