Trinity Financial Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

760 Communications Pkwy Ste 200, Columbu...

Phone Number

(614) 848-7667

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Trinity Financial Advisors

Trinity Financial Advisors offers fee-only financial planning and investment advisory services aimed at helping individuals and families achieve their financial goals. The company emphasizes building trusted relationships with clients and focuses on a disciplined approach to planning and investing. Their commitment to integrity and excellence has led to growth primarily through referrals from satisfied clients. Trinity Financial Advisors encourages a spirit of generosity, inspiring clients to invest in what matters most to them.Explore more
Popular SearchesTrinity Financial Advisors LLCTf Advisors LLCTrinity Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Trinity Financial Advisors Org Chart

PhoneEmail
JM
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Director, Client Services

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AR
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Client Services Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Financial Advisor...

<$5M
1-10
Private
-
2000
JM
Jennifer MetzDirector, Client Services
<$5M
11-50
Private
-
1998
JM
Jaye MuellerTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
2010
SM
Stacey MaloneMarketing & Account Service Associate
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Trinity Financial Advisors Tech Stack

A closer look at the technologies used by Trinity Financial Advisors

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Frequently Asked Questions Regarding Trinity Financial Advisors

What is Trinity Financial Advisors's official website?
Trinity Financial Advisors's official website is www.tfadvisors.com
What is Trinity Financial Advisors's Revenue?
Trinity Financial Advisors's revenue is <$5 Million
What is Trinity Financial Advisors's SIC code?
Trinity Financial Advisors's SIC: 62,628
What is Trinity Financial Advisors's NAICS code?
Trinity Financial Advisors's NAICS: 52,523
How many employees does Trinity Financial Advisors have?
Trinity Financial Advisors has 1-10 employees
What industry does Trinity Financial Advisors belong to?
Trinity Financial Advisors is in the industry of: Finance, Securities Trading
What is Trinity Financial Advisors competition?
Trinity Financial Advisors top competitors include: Longview Advisors, Stockade Wealth Management, Seamount Financial Group, Resource Planning Group
What technology does Trinity Financial Advisors use?
Some of the popular technologies that Trinity Financial Advisors uses are: goo.gl, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Trinity Financial Advisors?
Trinity Financial Advisors contact info: Phone number: (614) 848-7667 Website: www.tfadvisors.com
What does Trinity Financial Advisors do?

Trinity Financial Advisors offers fee-only financial planning and investment advisory services aimed at helping individuals and families achieve their financial goals. The company emphasizes building trusted relationships with clients and focuses on a disciplined approach to planning and investing. Their commitment to integrity and excellence has l... ed to growth primarily through referrals from satisfied clients. Trinity Financial Advisors encourages a spirit of generosity, inspiring clients to invest in what matters most to them.Read More

Is Trinity Financial Advisors a public company?
Trinity Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Trinity Financial Advisors

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