Greenleaf Trust

3.8 ★ · 11 reviews on Google

Closed now · 211 S Rose St, Kalamazoo, MI 49007

Greenleaf Trust is a privately held, independent wealth management firm and trust-only bank headquartered in Kalamazoo, MI. Located at 211 S Rose St, its stated services include wealth management, trust administration, retirement plan services and family office advisory. Although listed in the bank category, the firm's description centers on managing wealth and administering trusts, with an emphasis on financial security and preserving assets across generations. Greenleaf Trust describes its approach as personalized and focused on fiduciary responsibility. It says its team provides conflict-free solutions intended to preserve and grow clients' assets; those are the firm's stated goals rather than guarantees of results. The location has a wheelchair-accessible entrance and wheelchair-accessible parking. Its Google listing shows a rating of 3.8 out of 5 from 11 reviews, a relatively small review base to consider alongside the firm's stated services.