Trinity Wealth Advisors

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

350 Essjay Rd Ste 300, Williamsville, Ne...

Phone Number

(716) 626-2500

Website

www.trinitywealthny.com

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Trinity Wealth Advisors

Trinity Wealth Advisors specializes in comprehensive financial planning and wealth management services tailored to individuals and families, particularly those approaching or navigating retirement. Their offerings include investment management, retirement income planning, estate planning, risk management, and tax planning. The firm aims to provide clients with a disciplined and diversified strategy to minimize expenses and achieve their financial goals. With a focus on personalized service, Trinity Wealth Advisors helps clients create a framework for making informed financial decisions.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Trinity Wealth Advisors Org Chart

PhoneEmail
RC
United States flag for contact location.
Richard Campbell

Founding Partner

PhoneEmail
RS
United States flag for contact location.

Senior Partner

PhoneEmail
MS
United States flag for contact location.

Executive Assistant To William Lunney Junior,...

PhoneEmail
LS
United States flag for contact location.

Executive Assistant To Richard Schieb Junior ...

PhoneEmail
WL
United States flag for contact location.

Licensed Insurance, Clu Professional

PhoneEmail
SR
United States flag for contact location.

Executive Assistant To Richard Campbell, CFP

PhoneEmail
CD
United States flag for contact location.

Executive Assistant To Shane E. McCormick, CF...

PhoneEmail
JR
United States flag for contact location.

Financial Advisor

PhoneEmail
CL
United States flag for contact location.

Financial Advisor

PhoneEmail
GC
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Trinity Wealth Advisors

Compare insights from companies similar to Trinity Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Wealth Advisors

<$5M
1-10
Private
-
-
RC
Richard CampbellFounding Partner
Harbortown Financial Grou...
$5M
11-50
Private
-
1980
PD
Paul D'OstrophFounding Partner
Illustration of an envelope

Trinity Wealth Advisors Tech Stack

A closer look at the technologies used by Trinity Wealth Advisors

DocuSign

By

DocuSign
Cloudflare Website Optimization

By

Cloudflare
Datadog

By

Datadog
Neustar UltraDNS

By

Neustar
See more technologies

Top Finance Companies

Top companies in Canada by revenue

Lorne Park Capital Partners
Mawer
Canada Pension Plan Quiz
Cidel
MGI Financial
View Full List

Top companies in Australia by revenue

Wealth Today
MLC Asset Management
Alceon Group
Vanguard Investments Australia
Warakirri Asset Management
View Full List

Top companies in New Zealand by revenue

Hobson Wealth
KiwiWRAP
Liquid Financial Advice
Adastra Financial Services
Canterbury Financial Services
View Full List
See more top companies

Frequently Asked Questions Regarding Trinity Wealth Advisors

What is Trinity Wealth Advisors's official website?
Trinity Wealth Advisors's official website is www.trinitywealthny.com What is Trinity Wealth Advisors's Revenue?
Trinity Wealth Advisors's revenue is <$5 Million What is Trinity Wealth Advisors's SIC code?
Trinity Wealth Advisors's SIC: 62,628 What is Trinity Wealth Advisors's NAICS code?
Trinity Wealth Advisors's NAICS: 52,523 How many employees does Trinity Wealth Advisors have?
Trinity Wealth Advisors has 1-10 employees What industry does Trinity Wealth Advisors belong to?
Trinity Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage What is Trinity Wealth Advisors competition?
Trinity Wealth Advisors top competitors include: Harbortown Financial Group What technology does Trinity Wealth Advisors use?
Some of the popular technologies that Trinity Wealth Advisors uses are: DocuSign, Cloudflare Website Optimization, Datadog, Neustar UltraDNS How do I contact Trinity Wealth Advisors?
Trinity Wealth Advisors contact info: Phone number: (716) 626-2500 Website: www.trinitywealthny.com What does Trinity Wealth Advisors do?

Trinity Wealth Advisors specializes in comprehensive financial planning and wealth management services tailored to individuals and families, particularly those approaching or navigating retirement. Their offerings include investment management, retirement income planning, estate planning, risk management, and tax planning. The firm aims to provide... clients with a disciplined and diversified strategy to minimize expenses and achieve their financial goals. With a focus on personalized service, Trinity Wealth Advisors helps clients create a framework for making informed financial decisions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search