Trilogy Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
2041 Avenue F Ste A, Bay City, Texas, 77...Phone Number
(979) 245-0649Website
www.trilogywm.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Trilogy Wealth Management
Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Trilogy University, TWM offers educational seminars on the state of the stock market, 401k planning, Teacher Retirement System of Texas, Social Security, Real Estate Investment Trusts, and business development companies. Future seminars could include tax planning, insurance planning, Medicare planning, and other subjects upon request. Our focus is to help you make smart money choices.Explore more
Trilogy Wealth Management Org Chart
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Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Tri... Read More
