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Legacy Private Trust Company, Southern RegionFinancial advisor in Oconomowoc, WI

Legacy Private Trust Company, Southern Region is a financial advisor at 930 Armour Rd, Oconomowoc, WI 53066. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oconomowoc, WI0 paid placements in any rankingHow we rank

Call (262) 468-7620Website ↗

Key facts

Key facts about Legacy Private Trust Company, Southern Region
Address930 Armour Rd, Oconomowoc, WI 53066Get directions
Phone(262) 468-7620
Websitelptrust.com
HoursMonday to Friday: 7:30 AM – 4:30 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Oconomowoc and 11 towns within 25 miles: Sussex, Watertown, Waukesha, Hartford, Richfield, Menomonee Falls, Brookfield, Germantown, New Berlin, Fort Atkinson and Muskego.

Based in Oconomowoc, WIView on map

Opening hours

Opening hours for Legacy Private Trust Company, Southern Region
DayHours
Monday7:30 AM – 4:30 PM
Tuesday7:30 AM – 4:30 PM
Wednesday7:30 AM – 4:30 PM
Thursday7:30 AM – 4:30 PM
Friday7:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Legacy Private Trust Company, Southern Region

What are Legacy Private Trust Company, Southern Region’s hours?

Legacy Private Trust Company, Southern Region is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Legacy Private Trust Company, Southern Region serve?

Serves Oconomowoc and 11 towns within 25 miles: Sussex, Watertown, Waukesha, Hartford, Richfield, Menomonee Falls, Brookfield, Germantown, New Berlin, Fort Atkinson and Muskego. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Legacy Private Trust Company, Southern Region?

Call Legacy Private Trust Company, Southern Region on (262) 468-7620. The business is at 930 Armour Rd, Oconomowoc, WI 53066. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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