Trustmont Financial Group Inc
200 Brush Run Road, Greensburg, PA 15601
About the Business
Trustmont Financial Group Inc is a finance institution located at 200 Brush Run Road in Greensburg, Pennsylvania, United States. With a team of experienced financial professionals, Trustmont offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Trustmont is dedicated to providing personalized solutions to meet your unique needs. Trustmont Financial Group Inc is committed to building long-lasting relationships with clients based on trust, integrity, and superior financial expertise.
Location & Phone number
200 Brush Run Rd Suite A, Greensburg, PA 15601, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"If I could give no star, I would. When I approached my advisor Laura Abbot in early March 2022 about why she had me in certain funds that had been in a deep decline for previous past 3 months she really had no explanation. Then I pressed her to explain why I am paying management fees given her apparent lack of management oversight AND why I was management fees on the cash (which was most of my account) and not just the investments I had with Trustmont. She scuttled around with that explanation as well. After considerable pushing on my end, she escalated my complaint in regards to the management fees. And then she told me to NOT call her back once I wanted to invest again. LOL! To get the management fees actually reversed, and to understand why Laura had not actually "managed" my money around those handful of dog accounts, I was then referred to Marylynne Hixenbaugh, Chief Compliance Officer. After being roped around for the past few months, I was just told today, 6/24/22, that Laura "did nothing wrong" and that I received the benefit of her "management" -- over a $60,000 loss in just a few months -- that's quite a benefit for sure. Additionally, I requested the statements when I was being "managed" by Laura on the “Institutional” side of TD, Marylynne advised me to simply login in — shocking to me that someone at her level doesn’t know that access is cut off once you move into “Retail" of TD as I was told by TD when I called the 800-number. Marylynne refuses to provide a specific answer to why Laura kept me in those funds through 1St QTR, event though Laura admitted via email that she had moved other clients out in January. Do not trust these people with your money. They will show no respect for you, and they don't care about you. But Marylynne did wish me a good weekend!"
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- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- 401K Plans
- Asset Protection
- Business Growth Strategies
- Business Planning
- Commercial Lending
- Estate Administration
- Estate Planning
- Family Offices
- Finance Institution
- Financial Advisor
- Financial Planning
- Financial Security
- Financial Services
- Individual Financial Planning
- Individual Retirement Accounts
- Inheritance Planning
- Insurance Services
- Investment Advice
- Investment Products
- Investments
- Life Insurance
- Long-Term Care Planning
- Retirement Planning
- Retirement Savings
- Small Business Financing
- Small Business Loans
- Superior Financial Expertise
- Tax Optimization
- Tax Planning
- Trusts And Estates
- Wealth Creation
- Wealth Management
- Wealth Transfer
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