HR Execs on the Move

Legacy Financial Advisors

www.legacygr.com

 
Legacy Financial Advisors is a Grand Rapids, MI-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million
  • www.legacygr.com
  • Frey Bldg 300 Ottawa Ave NW Ste 600
    Grand Rapids, MI USA 49503
  • Phone: 616.451.3224

Executives

Name Title Contact Details

Similar Companies

Rice Financial Products Co

Rice Financial Products Co is a New York, NY-based company in the Financial Services sector.

Barker Financial Group

Barker Financial Group is a Burlington, MA-based company in the Financial Services sector.

Howalt-McDowell Insurance

Howalt+McDowell, a Marsh & McLennan Agency LLC company has deep roots and a long record of accomplishment in Upper Midwest insurance. At Howalt+McDowell, the experts who work tirelessly behind the scenes are the most important part of any policy we write. Whether you have Minnesota insurance, North Dakota insurance, Nebraska insurance, Iowa insurance, or South Dakota insurance, our goal is to take insurance off your plate so you can focus on your best strengths. Howalt+McDowell custom-tailors risk management programs to keep you keeping on, whatever set of property or casualty issues you face. Our leadership in this category has led some of the region’s most respected firms and individuals to keep a long-term partnership with Howalt+McDowell, the kind that grows and flourishes with every new challenge.

Phoenix Partners Group

Phoenix Partners Group is a leading interdealer credit and equity derivatives broker with offices in New York, London and Paris.

Sawtooth Solutions

Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.