Is your financial advisor a fiduciary? This is an critical  question to ask when choosing a partner. At Trust Point we are a fiduciary, and thus, we are legally obligated to keep our clients’ best interests in mind – but we’ve been acting according to the principles of a fiduciary role, irregardless of legal obligation. This means you can rest assured knowing your long-term prosperity is our highest priority.

Based on your needs, circumstances, and comfort level, you may engage Trust Point in various roles to handle your financial matters – trustee, custodian, agent, or personal representative. We will always act in your best interest and make decisions based on the highest level of fiduciary responsibility.

 

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-John Doe | Minneapolis
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-John Doe | Minneapolis
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