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Legacy Financial Network of Grand Rapids Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Legacy Financial Network of Grand Rapids is a financial services firm based in Grand Rapids, West Michigan, founded in 2009. It operates as an independent registered investment adviser, focusing on a client-centered approach to financial planning and ongoing plan adherence. The firm recruits licensed professionals across Michigan, with team members typically licensed as Life and Health agents and some holding securities licenses.

The company emphasizes high client retention through tailored service and exclusive financial tools, with regular annual reviews and ongoing education such as Social Security workshops. It does not impose minimum account requirements, instead seeking clients committed to following their financial plan, and it was recognized in 2021 as one of the top 10 most innovative agencies by AM Best's Best Review.

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

Legacy Financial Network of Grand Rapids Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Legacy Financial Network of Grand Rapids's Leadership

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

Legacy Financial Network of Grand Rapids Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Accounting
  • Banking
  • Business
  • Entertainment
  • Other
  • Administrative
  • Analytics

Contact profiles from Legacy Financial Network of Grand Rapids

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Office Administrator
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 21, 2024

Frequently Asked Questions

What is Legacy Financial Network of Grand Rapids known for?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy 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?

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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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