Trinity Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7642 SW 169th St, Miami, Florida, 33157,...

Phone Number

(305) 233-7751

Revenue

$9.3 Million

Industry

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

Trinity Financial Services of South Florida, led by expert financial advisor Steve Hennessy, specializes in retirement income planning, maximizing social security benefits, and long-term care planning. With years of experience, the firm aims to help clients, particularly those in Dade County, achieve secure and confident retirement plans. They prioritize personalized consultations to understand each client's unique financial situation and needs. The services are designed to educate clients and empower them to make informed decisions about their financial future.Explore more
Trinity Financial Services's Social MediaPopular SearchesTrinity Financial Services of South FloridaTrinity Financial Services LLCTrinity Financial ServicesSteven HennessyTrinity FinancialSIC Code 62,628NAICS Code 52,523Show more

Trinity Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Financial Service...

$9.3M
1-10
Private
-
2001
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2008
WB
William BuxtonFinancial Advisor
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Trinity Financial Services Tech Stack

A closer look at the technologies used by Trinity Financial Services

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Frequently Asked Questions Regarding Trinity Financial Services

What is Trinity Financial Services's official website?
Trinity Financial Services's official website is www.trinityfinancialsfl.com
What is Trinity Financial Services's Revenue?
Trinity Financial Services's revenue is $9.3 Million
What is Trinity Financial Services's SIC code?
Trinity Financial Services's SIC: 62,628
What is Trinity Financial Services's NAICS code?
Trinity Financial Services's NAICS: 52,523
How many employees does Trinity Financial Services have?
Trinity Financial Services has 1-10 employees
What industry does Trinity Financial Services belong to?
Trinity Financial Services is in the industry of: Finance, Securities Trading
What is Trinity Financial Services competition?
Trinity Financial Services top competitors include: Great Lakes Wealth Advisors, Buxton Financial Services, Cornerstone Wealth Management, Cape Cod Wealth Strategies & Insurance Services
What technology does Trinity Financial Services use?
Some of the popular technologies that Trinity Financial Services uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Trinity Financial Services?
Trinity Financial Services contact info: Phone number: (305) 233-7751 Website: www.trinityfinancialsfl.com
What does Trinity Financial Services do?

Trinity Financial Services of South Florida, led by expert financial advisor Steve Hennessy, specializes in retirement income planning, maximizing social security benefits, and long-term care planning. With years of experience, the firm aims to help clients, particularly those in Dade County, achieve secure and confident retirement plans. They prio... ritize personalized consultations to understand each client's unique financial situation and needs. The services are designed to educate clients and empower them to make informed decisions about their financial future.Read More

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

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