Trifecta Financial

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

422 E Washington St Ste 400, East Peoria...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Trifecta Financial

Trifecta Financial offers a range of financial services including financial planning, retirement planning, 401K management, and college savings. The company aims to help clients maximize their financial potential and achieve their future goals through personalized evaluations and strategic planning. Their target clients include individuals looking to optimize their financial picture and secure their financial future. Trifecta Financial emphasizes the importance of making informed financial decisions to allow clients to enjoy their lives more fully.Explore more
Trifecta Financial's Social MediaPopular SearchesTrifecta Financial LLCTrifecta FinancialSIC Code 62,628NAICS Code 52,523Show more

Trifecta Financial Org Chart

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trifecta Financial

<$5M
11-50
Private
-
2020
RM
Reginald MarksRegistered Assistant
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2007
HR
Heather RainerService Coordinator
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Trifecta Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trifecta Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trifecta Financial.

Trifecta Financial Tech Stack

A closer look at the technologies used by Trifecta Financial

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Frequently Asked Questions Regarding Trifecta Financial

What is Trifecta Financial's official website?
Trifecta Financial's official website is www.trifectafinancial.net
What is Trifecta Financial's Revenue?
Trifecta Financial's revenue is <$5 Million
What is Trifecta Financial's SIC code?
Trifecta Financial's SIC: 62,628
What is Trifecta Financial's NAICS code?
Trifecta Financial's NAICS: 52,523
How many employees does Trifecta Financial have?
Trifecta Financial has 11-50 employees
What industry does Trifecta Financial belong to?
Trifecta Financial is in the industry of: Finance, Securities Trading
What is Trifecta Financial competition?
Trifecta Financial top competitors include: Sterling Total Wealth Solutions, Clark Hourly Financial Planning, Sherwood Investment Services, Bailey & Associates
What technology does Trifecta Financial use?
Some of the popular technologies that Trifecta Financial uses are: WordPress.org, GoDaddy DNS, Redtail CRM
What does Trifecta Financial do?

Trifecta Financial offers a range of financial services including financial planning, retirement planning, 401K management, and college savings. The company aims to help clients maximize their financial potential and achieve their future goals through personalized evaluations and strategic planning. Their target clients include individuals looking... to optimize their financial picture and secure their financial future. Trifecta Financial emphasizes the importance of making informed financial decisions to allow clients to enjoy their lives more fully.Read More

What are Trifecta Financial social media links?
Trifecta Financial Linkedin page
Is Trifecta Financial a public company?
Trifecta Financial is private company therefore does not currently have an official ticker symbol
See more information about Trifecta Financial

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