Greenleaf Trust

4.0(4)· Google4.0 out of 5 from 4 reviews (Google rating)Financial Advisor
Closed today

Quick facts

Greenleaf Trust is a financial advisor at 25 Ottawa Ave SW #110 in Grand Rapids, MI, open Mon–Fri from 8:30 AM. Call +1616-888-3210 for details.

Address
25 Ottawa Ave SW #110, Grand Rapids, MI 49503
Phone
+1616-888-3210
Hours today
Closed today

About Greenleaf Trust

Greenleaf Trust is a privately held, independent wealth management firm and trust-only bank in downtown Grand Rapids, MI. Its office is at 25 Ottawa Ave SW, Suite 110. Although listed in the bank category, the firm describes its focus as wealth management, trust administration, retirement plan services and family office advisory. Its stated approach centers on fiduciary responsibility and personalized financial planning, with the goal of preserving and growing clients’ assets across generations.

For those planning a visit to the Grand Rapids, MI office, appointments are recommended. The location lists a wheelchair-accessible entrance, wheelchair-accessible parking and a wheelchair-accessible restroom, as well as restroom access generally. Greenleaf Trust has a Google rating of 4 out of 5 based on four reviews; that small review count offers only a limited picture of client experiences.

Known for

  • Independent wealth management and trust-only banking
  • Trust administration
  • Retirement plan services
  • Family office advisory
  • Downtown Grand Rapids, MI office

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    Huntington Private Bank

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    Huntington Private Bank is a bank at 150 Ottawa Ave NW in Grand Rapids, MI, with services focused on wealth management and banking. Its description identifies Private Bank Advisors as a source of guidance for personal wealth, investments, and business interests. The stated aim of that guidance is to help clients protect and grow those assets and interests. These areas define the location’s listed service focus, rather than a detailed menu of individual accounts or financial products. Appointments are recommended for visitors to the Grand Rapids, MI location. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom; a restroom is also listed among the amenities. The supplied Google listing shows a rating of 1 out of 5 based on two reviews. That is a small review count, and no review text is provided to explain the ratings.

Within walking distance

Greenleaf Trust — frequently asked

Is Greenleaf Trust open on Mondays?
Yes — Greenleaf Trust is open Monday from 8:30 AM to 5:00 PM.
Where is Greenleaf Trust?
Greenleaf Trust is at 25 Ottawa Ave SW #110, Grand Rapids, MI 49503.
What is the phone number for Greenleaf Trust?
You can reach Greenleaf Trust on +1616-888-3210.

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