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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
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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!!!
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