Company Tagline
Financial Security from Generation to Generation.
Industry Category
Business Keywords
Company Description
Greenleaf Trust is a premier financial services firm dedicated to providing comprehensive wealth management solutions. With a focus on building and sustaining wealth for generations, Greenleaf Trust specializes in goals-based wealth management, trust administration, and retirement plan services. As a privately held and managed trust-only bank, Greenleaf Trust operates with complete independence, ensuring clients' best interests are always at the forefront.
Located at 211 South Rose Street, Kalamazoo, MI 49007, US, and with additional offices at 34977 Woodward Avenue, Suite 200, Birmingham, MI 48009, US; 160 E State St, Suite 200, Traverse City, Michigan 49684, US; 25 Ottawa Ave SW, Grand Rapids, Michigan 49503, US; 4000 Main Street, Suite 150, Bay Harbor, MI 49770, US; and 117 E Main St, Midland, Michigan 48640, US, Greenleaf Trust offers a wide array of services including asset management, family and foundation services, endowment and foundation services, retirement planning, estate settlement, and strategic financial planning. Greenleaf Trust prides itself on adhering to the highest standards of fiduciary excellence.
Greenleaf Trust continues to be a leader in the financial services sector, committed to providing tailored solutions that meet the unique needs of each client. The firm's dedication to client-aligned service and talent-driven performance makes it a trusted partner for wealth management and financial security. We invite the management team at Greenleaf Trust to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.
Greenleaf Trust est une société de services financiers de premier plan dédiée à fournir des solutions complètes de gestion de patrimoine. Axée sur la construction et le maintien du patrimoine pour les générations, Greenleaf Trust se spécialise dans la gestion de patrimoine axée sur les objectifs, l'administration fiduciaire et les services de régimes de retraite. En tant que banque fiduciaire privée et gérée, Greenleaf Trust opère en toute indépendance, garantissant que les meilleurs intérêts de ses clients sont toujours au premier plan.
Située au 211 South Rose Street, Kalamazoo, MI 49007, États-Unis, et avec des bureaux supplémentaires au 34977 Woodward Avenue, Suite 200, Birmingham, MI 48009, États-Unis ; 160 E State St, Suite 200, Traverse City, Michigan 49684, États-Unis ; 25 Ottawa Ave SW, Grand Rapids, Michigan 49503, États-Unis ; 4000 Main Street, Suite 150, Bay Harbor, MI 49770, États-Unis ; et 117 E Main St, Midland, Michigan 48640, États-Unis, Greenleaf Trust offre une large gamme de services, notamment la gestion d'actifs, les services aux familles et aux fondations, les services de dotation et de fondation, la planification de la retraite, le règlement successoral et la planification financière stratégique. Greenleaf Trust est fière d'adhérer aux normes les plus élevées d'excellence fiduciaire.
Greenleaf Trust continue d'être un chef de file dans le secteur des services financiers, engagée à fournir des solutions sur mesure qui répondent aux besoins uniques de chaque client. Le dévouement de l'entreprise à un service axé sur le client et à une performance axée sur le talent en fait un partenaire de confiance pour la gestion de patrimoine et la sécurité financière. Nous invitons l'équipe de direction de Greenleaf Trust à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.
Key Personnel / Employees
Compare Companies Side by Side
Compare Greenleaf Trust with 3 companies in Financial-Services
| Comparison Field |
Greenleaf TrustMain Company |
Independence Wealth...View Profile |
Indiana Trust Wealth...View Profile |
Branch PartnersView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2018 | 1988 | 2020 |
|
Company Size
|
— | 2-10 | 11-50 | 2-10 |
|
City
|
Kalamazoo, MI | Independence, Ohio | Mishawaka, Indiana | Athens, Georgia |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
15 Total Skills
Wealth Management
Trust Administration
Retirement Planning
Asset Management
Financial Services
Estate Planning
Investment Management
Trust
Wealth Management "Goals Based"
Asset Managment
Family & Foundation Services
Endowment & Foundation Services
Retirement Plan Administration
Estate Settlement
Strategic Financial Planning
|
9 Total
1 Common
8 Unique
Match
7%
Common Skills:
Financial Services
Unique Skills:
Comprehensive Planning
Education Planning
Finance
Financial Advising
Financial Planning
Investing
+2
|
34 Total
2 Common
32 Unique
Match
13%
Common Skills:
Estate Planning
Investment Management
Unique Skills:
Advisory Services
advisory solutions
Business Retirement Plans
Business Succession Planning
Corporations
Custody of Assets
+26
|
10 Total
2 Common
8 Unique
Match
13%
Common Skills:
Financial Services
Investment Management
Unique Skills:
529 Planning
College Funding
Financial Planning
Gifting Strategies
Insurance Solutions
Specialized Business Services
+2
|
4
Total Companies1988
Oldest Founded1
Countries60
Unique SkillsSimilar Companies
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Alternative Company Names
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