I had found them through a recommendation of a personal finance course. The approach to retirement planning looks at your financial picture as a whole. What is your debt, what are your goals,...

Michael Shoheen is my financial advisor. He helped me with retirement planning. Trilogy is an independent financial company so they talk about the different kinds investments available instead of...

This company has many semi-independent advisors under its flagship so I can't speak for all of them. However, my advisor, David Rae (Vice President of Investment for Trinity Financial Services,...

Michael is awesome! Very smart, patient, kind and steadfast. He's helped my wife and I prior to wedding, during engagement and we're looking forward to working with him in the future. Finances can...