Corporate Partner Profile – Legacy Bank
Member FDIC
Equal Housing Lender
 
Building the Legacy
Legacy Bank is a family-owned, locally-based institution that embodies a unique blend of innovation and tradition. Since 1963, Legacy has dedicated itself to serving the needs of its customers and communities. Firmly committed to independence, it is our mission to:
            Develop Relationships
            Provide Solutions
            Deliver Excellent Service
 
Lending Specialties
            Small Business/SBA
            Commercial Real Estate
            Homebuilders
            Medical/Dental
            Non-Profit
 
Legacy Texas Group
As a bank-based financial institution, Legacy has embraced innovative ideas. To better achieve our mission, the following entities complement Legacy’s overall financial services strategy:
Legacy Women’s Financial serves women-owned businesses, women professionals, and women who by choice or circumstance are in positions of financial responsibility.
 
Legacy Wealth Management serves businesses and individuals by providing investment and financial planning advice and solutions. Highlights include Group Benefits, 401(k) and Retirement Plans, College Savings Plans, Estate Planning, and Brokerage.
 
Legacy Texas Insurance Services is a full-scale property and casualty insurance agency specializing in coverage for: Property, General and Umbrella Liability, Business Interruption, Workers Compensation, Professional Liability, and Personal Lines
For more information, contact Jill Smith, VP of Business Development at 972.461.4875.