Trust Point - La Crosse, Wisconsin

Address: 230 Front St N, La Crosse, WI 54601.
Phone: 87821148.
Website: trustpointinc.com
Specialties: Financial planner.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.1/5.

📌 Location of Trust Point

Trust Point 230 Front St N, La Crosse, WI 54601

☎️87821148

⏰ Open Hours of Trust Point

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

Trust Point: A Leading Financial Planning Firm in La Crosse, WI

Located at 230 Front St N, La Crosse, WI 54601, Trust Point is a renowned financial planning firm that has been providing exceptional services to its clients for many years. With a strong reputation for excellence, Trust Point has earned the trust and loyalty of countless individuals and families in the community.

Specialties: Financial planner

Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 15 reviews on Google My Business.

Average opinion: 4.1/5

Trust Point offers a wide range of financial planning services, including retirement planning, investment management, and estate planning. Their team of experienced professionals works closely with each client to develop personalized strategies that align with their unique goals and circumstances. One of the key strengths of Trust Point is their commitment to providing exceptional customer service. They take the time to listen to their clients' needs and concerns, and they are always available to answer questions and provide guidance.

Another notable feature of Trust Point is their use of cutting-edge technology to help their clients make informed decisions about their finances. They utilize advanced financial modeling tools and software to analyze data and generate comprehensive reports, giving their clients a clear understanding of their current financial situation and future goals.

In addition to their onsite services, Trust Point also offers online appointments for clients who prefer to meet virtually. Their website, trustpointinc.com, is user-friendly and provides a wealth of information about their services and team members. Clients can also easily schedule appointments and access important documents through the website.

Overall, Trust Point is a top-notch financial planning firm that is dedicated to helping their clients achieve their financial goals. With their expertise, personalized service, and state-of-the-art technology, they are a valuable resource for anyone looking to secure their financial future.

👍 Reviews of Trust Point

Natalie O.

5/5

My husband and I consolidated our retirement accounts at Trust Point/Emerj360 because of their reputation, excellent service, and longevity in and support for the community.

Brandi D.

1/5

My partner had to use trustpoint for his job and when he left and needed to cash out his 401k they were supposed to send his check out at the beginning of the month and they said they’ve resent it 3 times. If I could give them 0 stars I would. He was supposed to get via direct deposit and they still sent him a check to the wrong address.

Nikayla D.

5/5

Trust Point has been so amazing to me and my family.

Joan K.

1/5

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.

Roxanne S.

1/5

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!

Jared S.

5/5

Praise God for trust point!! Thanks for your awesomeness!! Thanks for helping me save cash for my future! I work for Inland printing!

Dennis V.

5/5

First class organization where they are always thinking about their clients best interest!

Vicki S.

5/5