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Trustmont Financial Group, Inc.

Investment Management Firms

Description

Trustmont Financial Group, Inc. provides financial advisory services to registered representatives and advisors. It offers ideas, tools, and support services in the areas of insurance, taxes, investments, trusts, mortgages, retirement planning, and estate planning. The company also provides technology and product platforms support services, including direct access to advisors for various tools and support systems, such as Grendel, a contact manager solution; Portfolio Pathway, a solution for the enterprise view of clients direct or brokerage accounts; KloudTrack, which allows branch to submit paperwork electronically to the home office; FoxTrot Online, a solution for commission statement online; LaserApp, which allows clients to pre-fill forms for companies with which they work; and Veo platform, a Web-based advisor platform for independent financial advisors. Trustmont Financial Group, Inc. was formerly known as Trustmark Financial Group, Inc. and changed its name to Trustmont Financial Group, Inc. in February 2002. The company was founded in 1986 and is based in Greensburg, Pennsylvania.

Corporate Address

200 Brush Run Road Suite A Greensburg, PA15601 United States of America

United States of America

724-468-5665

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