Trust Point - La Crosse, Wisconsin

Address: 230 Front St N, La Crosse, WI 54601, United States.
Phone: 6087821148.
Website: trustpointinc.com
Specialties: Financial planner.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, 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, United States

☎️6087821148

⏰ 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 es una empresa de asesoramiento financiero con sede en La Crosse, Wisconsin, Estados Unidos. La empresa se encuentra ubicada en 230 Front St N, La Crosse, WI 54601, United States. Puedes contactar a Trust Point llamando al teléfono 6087821148 o visitando su sitio web en trustpointinc.com.

Especialidades y servicios

Trust Point ofrece servicios de asesoramiento financiero, incluyendo planificación financiera, inversión y ahorro. La empresa también ofrece apoyo a la comunidad y servicios en línea, lo que la hace accesible para una amplia gama de clientes.

Otras características

Señalización de aparcamiento accesible para sillas de ruedas
Acceso accesible para sillas de ruedas
Baño accesible para sillas de ruedas
Recomendación de citas

Trust Point ha recibido 15 reseñas en Google My Business, lo que indica una alta satisfacción de los clientes. La media de opinión es de 4.1/5, lo que sugiere que la empresa ha demostrado una excelente atención al cliente y un compromiso con la comunidad.

La empresa ha sido reconocida por su reputación y experiencia en el sector financiero, lo que la hace una opción confiable para aquellos que buscan asesoramiento financiero de alta calidad.

Qué decir sobre Trust Point

Según los clientes, Trust Point ha sido una excelente opción para aquellos que buscan asesoramiento financiero. La empresa ha demostrado una experiencia y reputación sólidas, lo que la hace una opción confiable para aquellos que buscan una solución financiera personalizada.

Qué esperar de Trust Point

Al visitar Trust Point, puedes esperar recibir un servicio de alta calidad y atención personalizada. La empresa está comprometida con la comunidad y ofrece servicios en línea para hacer que su atención sea más accesible.

Resumen

Trust Point es una empresa de asesoramiento financiero con sede en La Crosse, Wisconsin, que ofrece servicios de planificación financiera, inversión y ahorro. La empresa se encuentra ubicada en 230 Front St N, La Crosse, WI 54601, United States. Puedes contactar a Trust Point llamando al teléfono 6087821148 o visitando su sitio web en trustpointinc.com.

👍 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