Trinity Wealth Advisors Employee Directory

Trinity Wealth Advisors corporate office is located in 350 Essjay Rd Ste 300, Williamsville, New York, 14221, United States and has 1-10 employees.

trinity wealth advisors

trinitywealthny.com

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Trinity Wealth Advisors

CD
Carol DiPirro
Executive Assistant To Shane E. McCormick, CFP
PhoneEmail
SR
Sherry Ritter
Executive Assistant To Richard Campbell, CFP
PhoneEmail
MS
Michelle Stras...
Executive Assistant To William Lunney Junior, CLU
PhoneEmail
JR
Justin Reich
Financial Advisor
PhoneEmail
RS
Richard Schieb
Senior Partner
PhoneEmail
RC
Richard Campbe...
Founding Partner
PhoneEmail

Trinity Wealth Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Trinity Wealth Advisors

Hundreds of professionals searching for Trinity Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CD
Carol DiPirro
Email Direct
Executive Assistant To Shane E. McCormick, CFP
United States , New York , Williamsville

SR
Sherry Ritter
Email Direct
Executive Assistant To Richard Campbell, CFP
United States , New York , Williamsville

MS
Michelle Strasser
Email Direct
Executive Assistant To William Lunney Junior, CLU
United States , New York , Williamsville

SM
Shane McCormick
Email Direct
Financial Professional
United States , New York , Williamsville

JR
Justin Reich
Email Direct
Financial Advisor
United States , New York , Williamsville

RS
Richard Schieb
Email Direct
Senior Partner
United States , New York , Williamsville

RC
Richard Campbell
Email Direct
Founding Partner
United States , New York , Williamsville

KL
Kyle Lucey
Email Direct
Partner, Retirement Planning Specialist
United States , New York , Williamsville

ES
Erin Schieb
Email Direct
Financial Advisor
United States , New York , Williamsville

CL
Colin Lucey
Email Direct
Financial Advisor
United States , New York , Williamsville

GC
Gerald Calabrese
Email Direct
Financial Advisor
United States , New York , Williamsville

LS
Lynn Strasburg
Email Direct
Executive Assistant To Richard Schieb Junior and Erin Schieb
United States , New York , Williamsville

WL
William Lunney
Email Direct
Licensed Insurance, Clu Professional
United States , New York , Williamsville

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Frequently Asked Questions Regarding Trinity Wealth Advisors Employees

How many employees does Trinity Wealth Advisors have?

Trinity Wealth Advisors has 1-10 employees

Who are Trinity Wealth Advisors key employees?

Some of Trinity Wealth Advisors key employees are Carol DiPirro, Sherry Ritter, Michelle Strasser, Justin Reich, Richard Schieb

Where is Trinity Wealth Advisors located?

Trinity Wealth Advisors’s headquarters are located at 350 Essjay Rd Ste 300, Williamsville, New York, 14221, United States

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... 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 Employees