Trust Point 230 Front Street North, La Crosse, WI 54601
About the Business
Trust Point is a finance institution located at 230 Front Street North in La Crosse, Wisconsin, United States. With a history spanning over a century, Trust Point has built a reputation based on trust and expertise. They offer time-tested strategies and personalized solutions to help individuals, families, businesses, and non-profit organizations achieve their financial goals with peace of mind.
Invested in their clients, communities, and employees, Trust Point understands that wealth is not built overnight. They take the time to understand each client's unique financial situation and goals, providing relationship-based financial services that are crucial to their clients' success. Trust Point upholds the fiduciary standard, ensuring unmatched service, ethical standards, and industry-leading expertise.
Since their founding in 1913, Trust Point has remained dedicated to doing what is best for their clients, believing that their success is intertwined with the success of those they serve. As they look towards the future, Trust Point remains committed to providing exceptional service and support to individuals, families, businesses, and non-profit organizations on their journey to financial success. Subscribe to their monthly insights to receive valuable information delivered straight to your inbox and let Trust Point guide you on the road to success.
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Location & Phone number
230 Front St N, La Crosse, WI 54601, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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!"
"Way to go supporting Rosies!!!"
"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!"
"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."
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