About

Vulnerable seniors, people with special needs, and those recovering from addiction – fifty million Americans in total – need more from their financial institutions. Whether it’s protecting seniors from fraud, helping people with special needs preserve their assets, or preventing an impulsive cash withdrawal or purchase that could lead to relapse, families turn to True Link when they need a financial partner who can help them navigate life’s challenges.

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Our expertise, obsessive service, and unique distribution channels help families keep their loved ones safe. We manage millions of dollars a day in transactions and provide investment services for thousands of people. Our team handles 2.5 million calls a year with a 98% “excellent” satisfaction rating.