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How Does MoneyGuidePro Work?
Heather Jordan  – November 22, 2022
MoneyGuidePro is a financial planning tool we use to help guide you on your financial planning journey. Wondering how it works? This video provides an overview.
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Introducing EMERJ360
Angela Strangman  – June 29, 2022
This new division of Trust Point is backed by our same long-standing fiduciary values and experienced investment team. Heather N. Jordan, CFP®, MBA, Managing Director and Brett A. Sebion, Financial Coach, share what Emerj360 offers. Heather: We are so happy to introduce Emerj360, Trust Point’s new division. It’s grown from the belief that expanded services […]
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