Emerj360, a division of Trust Point, Inc. celebrated the grand opening of its new space in Trust Point’s La Crosse office with a recent ribbon cutting ceremony.
“We’re excited to have our new space officially open to offer a hybrid approach to investing – the convenience of online access to tools, educational resources, and your account, and access to our dedicated team of financial professionals for one-on-one consultation,” says Heather Jordan, CFP®, Managing Director of Emerj360.
Simple online tools and valuable resources for financial planning available in the online Learning Lab help clients make informed decisions. Plus, the access to Emerj360’s dedicated experts can help those without complex money management needs maximize their 401(k) and decide the best time for them to retire.
Digital investing may sound intriguing and convenient, but the one-on-one consultation that’s common with traditional investing practices can help provide more peace of mind. Emerj360’s combination of both approaches and the ability to draw on Trust Point’s over century of experience and expertise is what sets it apart to help you build confidence in your financial decisions.
“There’s no one-size-fits-all approach to retirement, but financial planning for retirement and other goals doesn’t have to be intimidating,” say Jordan. “We make it easy for you to contact us, with a convenient option to schedule a one-on-one appointment, and are highly responsive to answer your questions so you aren’t left waiting for answers.”
“With the ever-increasing changes in technology, we’re always looking for ways to enhance our client experience,” says Bill Bosch, Trust Point President and CEO. “It’s exciting to see our vision for the space come to life as we expand service to Emerj360 clients.”
