facebooktwitterpinterest
mobil menu

Trust Point

  1. La Crosse
  2. La Crosse County Finance
  3. Wisconsin/Lacrosse County Finance
  4. Lacrosse County Finance
  5. Trempealeau County Finance

Reviews, get directions and information for Trust Point

Trust Point

About

A full range of financial and advisory services to individuals, families, businesses, and charitable organizations. http://www.trustpointinc.com/

Story

Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a common goal - to personally attend to your financial objectives. Whether you are an individual in need of trust and financial services, or a company seeking a customized retirement plan, we are prepared to provide you with our professional expertise.

Mission

To preserve and increase your wealth, in a manner that serves your values, now and for generations to come.

Products

Investment Management
Financial Planning



"Trust Point is an independent boutique trust and investment company serving a select group of individuals, families and businesses for over 100 years. Our mission is to preserve and increase your wealth in a manner that fits your values both now and for generations to come. We help you build a better tomorrow."
Address: 230 Front St N, La Crosse, WI 54601, USA
Phone: (608) 782-1148
moc.cnitnioptsurt@gnitekram
State: Wisconsin
County: La Crosse County
City: La Crosse
Zip Code: 54601


Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info
Similar places near
Nommensen Financial Nommensen Financial 72 miles . I am committed to providing my clients with the guidance and consistent service nee...
Mutual of Omaha Advisors - Upper Midwest Mutual of Omaha Advisors - Upper Midwest 77 miles They don't answer the phone or follow up on inquiries. After seeing their response t...
U.S. Bank Branch U.S. Bank Branch 116 miles What a joke, charge a $7 fee to cash a check drafted from their account. Nothing lik...
AXA Advisors AXA Advisors 119 miles
Vandermus Roger Vandermus Roger 121 miles
Stifel Stifel 129 miles
Verve, a Credit Union Verve, a Credit Union 178 miles I am extremely disappointed in the service I have received over the course of the pas...
Thrivent Financial Thrivent Financial 197 miles
Associated Bank Associated Bank 198 miles Well I was interested in opening multiple accounts here as they have locations In goo...
State Bank Financial State Bank Financial 239 miles Very personalized service. EDIT: EDIT: UPDATE: UPDATE: I've been a long-standing cus...
County Finance & Payroll County Finance & Payroll 252 miles
Governmental Employees Credit Union Governmental Employees Credit Union 261 miles Sadly we have been with this credit union for many many years. We have had numerous l...
Loanmax Title Loans Loanmax Title Loans 290 miles Drive an hour to see about getting a loan to cover Christmas for my kids. Spent about...
Utterback David K Utterback David K 290 miles
LPL Financial LPL Financial 291 miles LPL Financial Services is an Independent Broker-Dealer located in La Crosse, WI. Fee ...
Idea Fund of La Crosse Idea Fund of La Crosse 323 miles
Charterpoint Wealth Stategies Charterpoint Wealth Stategies 342 miles Charterpoint Wealth Strageties, a member of the MassMutual Financial Group
Brian L Mlsna - Ameriprise Financial Services, Inc. Brian L Mlsna - Ameriprise Financial Service... 343 miles "Setting goals for your financial future is important. Of course, with unpredict...
Reviews
If you are looking for a good place to put your money? Don't trust trust point. Scheduled payments are always late. Total indifference to the needs of the client. Someone buy these people a calendar!
My advice for anyone, considering opening an account or trust at Trust Point, is to compare to other financial firms in the area. Trust Point charges a 1% management fee, however, Trust Point's other fees, IMO, are exorbitant. For example, Trust Point charges $850 to prepare trust tax returns. The contact point person, "relationship manager," is rarely available by phone and typically returns emails days later. There is little communication regarding one's personal investment preferences or situation. Therefore their investment strategies are not necessarily based on a client's best interest. A number of years, I had to pay capital gains taxes on shares sold within my account during the same tax years that this agency account actually lost value. Accounts at Trust Point perform poorly even when the market is doing well. Once an account holder has had enough and would like to transfer an account in kind to another investment firm, Trust Point charges a $575 transfer fee! Again compare to other investment firms. Should you still choose Trust Point, I advise that you request, and obtain, a written contract of ALL fees Trust Point will charge to manage your accounts or trusts. TrustPoint's fees are real and excessive.
Praise God for trust point!! Thanks for your awesomeness!! Thanks for helping me save cash for my future! I work for Inland printing!
First class organization where they are always thinking about their clients best interest!
Way to go supporting Rosies!!!
Comment on this business

Trust Point map

to add Trust Point map to your website;



Copyright 2024 | All rights reserved.

You can use our top contact for adding and editing your business's information.
0.0047 Loaded in seconds