Corporate Business Services | Trust Point | La Crosse, Eau Claire, Minneapolis Trust Point Inc.
Business Services

Partnering With You for Your Business Needs

At Trust Point, we’ve been serving the financial needs of individuals and families, as well as the unique advisory needs of corporate businesses, entrepreneurs, and partners for over a century. Business owners can’t do it all on their own. We can help with retirement plans, asset management, as well as exit and succession planning.

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401(k) Offerings

We know that one main concern of all business owners is recruiting a talented and qualified workforce. A strong retirement package is an important way to attract and retain the best employees.

Our retirement plan services are an inclusive solution to your needs. From administering your 401(k)s to educating your employees, we have the investment experience and service to manage your retirement plans, so you can manage your business.

Asset Management

We offer our expertise and proven investment philosophy to help manage your company’s assets more effectively, potentially allowing for opportunities to fund new business ventures, expansions, or even acquisitions. Our perspective can help your company conquer challenges as they plan for what’s next.

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The business team is holding a meeting.

Business Succession Consulting

Deciding when it’s time to leave your business is both a financial and emotional decision. It’s a major milestone that requires careful thought and collaboration.

At Trust Point, we use a team approach to make sure that selling or transferring your business is holistically beneficial to you and your successor. Most of all, we’ll provide you with peace of mind. You can count on us to make your transition seamless, so you focus on enjoying the rewards of your hard work. Contact us today to get started.

News & Insights

Collage of Trust Points Top 10 Blogs of 2024

Trust Point’s Top 10 Blogs of 2023

Which Trust is Best for You? With all of the options out there, it can be hard to choose which trust is...
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Allyson Krause, Managing Director of the Trust Point Retirement Plan Services Team

Trust Point Named Top Financial Retirement Services Provider

Trust Point is honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review. This award is given...
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Trust Point Retirement Plan Services Team

Trends in Corporate Retirement Plan Offerings

In this piece, we take a look at the past, present and likely future state of the retirement savings vehicles offered by...
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Client Confidence

With over 100 years of experience in guiding individuals, families and businesses, we can help you grow, exit from, or transfer your business. By leveraging the expertise of our financial professionals, as well as coordinating with outside services on your behalf, we can work together to achieve the best outcomes for you. 

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I’m Interested in Your Services Question about my 401(k)