Trilogy Financial Services

Lilo M. _{on Yelp}

Jan 8th, 2017

I had found them through a recommendation of a personal finance course.  The approach to retirement planning looks at your financial picture as a whole. What is your debt, what are your goals, what do you want to protect?Mark Hammill has helped me out and I feel that he has advocated on my behalf to inquire thoroughly to make sure that my retirement moves were in my best interest. Harder YES but patience has a price.I know from my dealings with finance planners he does the right thing when no one is looking.  Thank you Mark.

Mike G. _{on Yelp}

May 22nd, 2015

This company has many semi-independent advisors under its flagship so I can't speak for all of them.  However, my advisor, David Rae (Vice President of Investment for Trinity Financial Services, Inc.), simply lied about his fee-only status, all of his investments were commission based, yet did not forget to charge a hefty annual fee from me as a client separately.  He performed only very routine financial management advice, lacked expertise in complex financial questions and was unbelievably overpriced for the work or lack of thereof that he performed.  When I revealed to the company of this misleading strategy they refused to take any serious action and simply instructed me to call David Rae who refused to return any of the fees he charged.  I would recommend staying away from this group.

Jess G. _{on Yelp}

Sep 6th, 2014

Michael Shoheen is my financial advisor. He helped me with retirement planning.Trilogy is an independent financial company so they talk about the different kinds investments available instead of only suggesting and promoting 1 kind of investment.. Something like that. Michael explained it in my first meeting with him.Anyway if you have need some financial assistance or are thinking of getting an investment or retirement plan started, definitely contact them and ask for an advisor, or Michael!

John W. _{on Yelp}

Nov 19th, 2013

Michael is awesome! Very smart, patient, kind and steadfast. He's helped my wife and I prior to wedding, during engagement and we're looking forward to working with him in the future. Finances can be stressful and this helps a ton!