I rely on The Trust Company’s expertise, patience, and confidentiality for my financial resource management. Fast access and face-to-face service define my relationship with them. After thirty years of self-employment, I found great retirement planners there, and they are quickly accessible, only a phone call away.
Thank you very much for meeting with us to review our financial situation and retirement plan. The clarity, focus, and organized plan, along with your advice and analysis, are exactly the kind of help I was looking for. The personal impact of it all, and the emotions and concerns that it triggers, made the whole process kind of overwhelming for me. The unemotional third-party expertise that you bring to the table has helped my comfort level immensely. We're very pleased with what you've done for us so far, and we look forward to working with you as we proceed through this new phase of our lives.
I had no clue how to set up a retirement plan for our employees. I’ve known Greg Jones for a long time, and I knew him to be a very ethical, trustworthy guy, so I gave him a call. He and Polly both came to see me and made a lot of effort to find out about my business and our employees — that spoke volumes to me. In my opinion, their follow-up and follow-through can’t be matched anywhere.
I consider The Trust Company my “financial family.” They are so easy to talk to, and explain everything so well. I work mostly with Polly, who is so kind, and an excellent advisor...and everybody else there is like that, too. They really help me understand all the details and make good decisions. They give me more than 100%!
I met Mark Knackendoffel and the other people at The Trust Company during a very stressful time...I rely on everyone there tremendously for their sound, unbiased advice. It’s hard for me to express how down-to-earth and caring they are, and how well they listen to me. It’s not just about the dollars and cents at The Trust Company — they care about their clients as people.
As a new retiree on TIAA–CREF, The Trust Company was a very welcome local planning resource. If you want expert financial advice and management backed by on-site professionals, look to these folks. Expertise in financial planning is their hallmark, and we recommend The Trust Company to our friends.
They really take a team approach, and have a number of specialists on staff in both Columbia and Manhattan. I work with Polly, and she has access to the expertise of The Trust Company’s legal advisors and financial planning experts. It’s important to me that they’re independent and put the client’s needs first. They’re very good listeners, they’re very accessible, and they’re on our side.