Trust Point Inc. 🌟 I had a wonderful experience with this company. They offer outstanding services and have a user-friendly website. The customer support team was prompt and solved all my queries. I'm extremely satisfied and would highly recommend Trust Point Inc. to anyone in need of their services!
I had an okay experience with Trust Point Inc. The services provided were satisfactory, but the website could use some improvements. It was not always easy to find the information I needed. The customer support team was helpful, though, and resolved my concerns. Overall, a decent company.
Trust Point Inc. 😊 The company exceeded my expectations! Their services are top-notch, and the customer support team was prompt and friendly. I had a great experience using their website, which is user-friendly and visually appealing. I highly recommend Trust Point Inc. for all your needs!
Trust Point Inc. 😊 I had an incredible experience with this company. Their services are exceptional, and their website is user-friendly. The customer support team was prompt in resolving my queries. I highly recommend Trust Point Inc. to everyone!
I had a neutral experience with Trust Point Inc. Their services were satisfactory, but the website design needs improvement. It was not always easy to navigate and find the required information. The customer support team was helpful, though, in resolving my concerns.
Trust Point Inc. is a reliable company. They provided exceptional services and went above and beyond to meet my expectations. The website design is user-friendly, and it was easy to find the information I needed. The customer support team was responsive and helpful throughout the process. I highly recommend Trust Point Inc.!
I had a mixed experience with Trust Point Inc. The company provided a satisfactory service overall, but I encountered some issues along the way. The website design needs improvement, and it wasn't easy to find the information I needed. However, the customer support team was helpful in resolving my concerns. With some enhancements, Trust Point Inc. could be a great company to work with.
I recently used a company for some services and I was impressed with their professionalism and efficiency. The website was user-friendly and easy to navigate. The team was knowledgeable and provided excellent customer service. I would definitely recommend them to others.
Trust Point Inc. is an average company. I found their services to be satisfactory but not outstanding. The website design is a bit outdated, and I had some difficulty finding the information I needed. However, the customer support team was helpful in resolving my queries. Overall, it was an alright experience.
I recently used a company for some services and I was impressed with their professionalism and efficiency. The website was user-friendly and easy to navigate. The team at Trust Point Inc. was knowledgeable and provided excellent customer service. I would definitely recommend them to others.
The company I used for services was fantastic! Their website was user-friendly and allowed me to find what I needed quickly. The team at Trust Point Inc. was exceptionally knowledgeable and provided outstanding customer service. I highly recommend their services!
Praise God for trust point!! Thanks for your awesomeness!! Thanks for helping me save cash for my future! I work for Inland printing!
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.
First class organization where they are always thinking about their clients best interest!
Trust Point Inc. is a leading financial services company that offers a wide range of wealth-building strategies, investment services, retirement planning, and trust administration solutions to individuals and families across the United States. With over 100 years of experience in the industry, Trust Point has established itself as a trusted partner for clients seeking personalized financial advice and guidance.
At Trust Point, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a personalized approach to each client's situation, tailoring our services to meet their specific needs. Whether you're looking to build wealth for your family's future or plan for your retirement years, our team of experienced professionals can help you achieve your goals.
Our wealth-building strategies are designed to help clients grow their assets over time while minimizing risk. We offer a variety of investment options including stocks, bonds, mutual funds, and more – all carefully selected by our team of experts based on rigorous research and analysis.
For those nearing retirement age or already retired, Trust Point offers comprehensive retirement planning services designed to help clients maximize their income streams while minimizing taxes and other expenses. Our team can help you navigate complex issues such as Social Security benefits optimization and Medicare enrollment so that you can enjoy your golden years with peace of mind.
Trust administration is another area where we excel. Our experienced trust administrators work closely with clients to ensure that their assets are managed according to their wishes both during life and after death. We offer a variety of trust options including revocable living trusts, irrevocable trusts, charitable trusts – all tailored specifically for each client's unique situation.
At Trust Point Inc., we pride ourselves on providing exceptional customer service at every step along the way. From initial consultation through ongoing support throughout the life cycle of your investments or estate plan – our team is here for you every step along the way.
In conclusion: If you're looking for an experienced financial partner who truly cares about helping you achieve your goals – look no further than Trust Point Inc.! Contact us today to schedule an appointment with one of our knowledgeable advisors!
trustpointinc.com
