General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
Jon Marquet is the retirement plan consultant at Trust Point Inc. He is also a certified exit planning advisor (CEPA®) and a lawyer (JD). He counsels clients and prospective clients concerning a variety of personal and business wealth management issues, including the personal wealth management opportunities related to selling a business and the variety of issues related to employer-based retirement plans. Jon advocates for Trust Point’s full suite of wealth management services, while also developing essential, sustainable relationships with business owners and other community members. Jon believes in the realistic and achievable opportunity that proper wealth management offers for simplifying and securing your wealth. He infuses his passion into his work.
