About TruPoint Investments

About Us

Providing our customers with the best service that we possibly can will always be our number one priority here at TruPoint Investments. We want to make it known that you are not without help and you are not on your own when it comes to your financial needs and decisions. Each and everyone of you have a different situation, and that is exactly why we believe every individual who we have the privilege of serving should be treated in a unique and personal manner.

We offer access to a variety of services ranging from retirement planning, college saving, life insurance, and much much more. We are committed to making investing everything it should be. Our focus is to find investment products that meet your investment goals and risk tolerances. We would love the opportunity to get to know you and have the chance to help you meet your needs. Give us a call and let us take the stress and worry out of your hands.

Account Access

Securities offered through OSAIC INSTITUTIONS, INC., member FINRA/SIPC. OSAIC INSTITUTIONS, INC. is not affiliated with TruPoint Bank. TruPoint Investments is a trade name of TruPoint Bank. 

The mark of RICP ® and WMCP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.  The American College can disallow use of the RICP® & WMCP® if advisors do not adhere to the program's ethical standards, continuing education, and other requirements.  

Products are not insured by FDIC or any Federal Government Agency, may lose value, and are not a deposit of or guaranteed by TruPoint Bank or any bank affiliate.