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Client Testimonials

Our Clients Are Our Best Spokespeople

We have been supporting our clients with the full breadth of our financial strength, industry expertise, and technological proficiency since 1972. Our clients tell us that our services enable them to:

Accumulate more assets
Retain more clients
Improve investment performance
Reduce back office cost, management hassles, and risk

Heritage Capital Management
Ann Mariani-Issel "...the sophistication we need...."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k

Portfolio Strategies, Inc
Emanuel Schroeter "...a relationship that can grow..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k
Emanuel Schroeter "...they allow us to do our job..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k
Emanuel Schroeter "...you don't have to worry..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k
Bill Whatmough "...the whole package..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k
Sue Summers "...grow our business..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k

Mack Investments Securities
Ed Gjertsen "...the key is the people..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k

Flexible Plan Investments
Jerry Wagner "...big step over anything else..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k
Jerry Wagner "...deal with different accounts..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k

Gustafson Baxter Financial Services
Scott Baxter "...customized equity basket..."	Windows Media 56k \| 150k \| 300k	QuickTime 56k \| 150k \| 300k

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Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value. Trust Company of America, the Trust Company of America logo, TCAdvisor, and TCAccess II are registered trademarks of Trust Company of America. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.