Trinity Financial Partners offers consulting and planning services to individuals, trustees, estates, charitable organizations, and small businesses. Services include determining personal and business objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Trinity Financial Partners may consult with clients' attorneys and CPAs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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