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    Marine Credit Union

    2.3 (7 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Marine Credit Union

    Personal banking

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    Trust Point

    Trust Point

    (1 review)

    My accounts and a trust account for my sons performed poorly at Trust Point over the past 16+…read moreyears. The trust for my sons at Trust Point was not invested with an objective to minimize the high tax burden, which is almost 40% for trust accounts. Instead of investing heavily in tax free municipal bonds and other tax-free investments, Trust Point invested the trust such that the income for this trust looked good on paper but, in reality, was taxed heavily. Also, since Trust Point charges a 1% management fee (on the pre-tax balance of accounts), Trust Point is able to increase their own revenue through favoring higher returns yet taxable investment strategies for trust accounts. Trust Point also charges extremely high fees in addition to their management fees. For example, Trust Point charges $850 to prepare trust income taxes and $575 per account to transfer your money/investments "in-kind" to another investment firm. As a result, the trust for my sons generated relatively low effective income over 19 years. Before opening, or transferring, any account, IRA, Roth, 401k, or trust at Trust Point, my advice is to do your homework.

    From the owner: Trust Point is an independent trust and investment company that has served individuals, families…read moreand businesses with their wealth management, trust administration & estate planning, and 401(k) plan needs for over 110 years. Our Wealth Management services are comprehensive, giving you access to several specialized financial professionals. Additionally, we are a fiduciary, focusing on what is best for our clients.

    RKB Accounting & Tax Service

    RKB Accounting & Tax Service

    (1 review)

    Kim and his staff are amazing. They are very professional with no judgment. Kim was able to sort…read moreout back taxes and get our finances back on track. I highly reccomend RKB Accounting for any and all financial needs.

    From the owner: It's important to remain informed when it comes to business tax preparation, and RKB Accounting &…read moreTax Service can help you do that. They offer tools to help clients get the information they need to make the best strategical choices that will reduce tax liability. Based in La Crosse, WI, the bookkeeping experts work with individuals, as well as small- and medium-sized businesses, to provide sound financial management plans. Their range of services includes tax planning, assistance with filing tax returns, and offering aid with tax problems, from bankruptcy protection to relief assistance for spouses of those who have committed tax fraud. These accounting specialists also assist small businesses with QuickBooks setup, payroll services, business taxes, and cash flow management. Their website offers resources such as free reports for individuals hoping to increase profits and save money. Clients also benefit from weekly emails providing useful tax advice. The accounting firm's website features credit, savings, investments, and taxation calculators. It's all designed to help you make the most knowledgeable financial choices. RKB Accounting & Tax Service is run by a certified public accountant with over 20 years of experience in business tax preparation, bookkeeping, and accounting services. The company has a genuine commitment to helping all of its clients minimize tax expenses and achieve their financial objectives...

    Marine Credit Union - banks - Updated May 2026

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