TRIANGLE. Financial third party advisory 1 Stage Road, Monroe, NY 10950
About the Business
TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.
Photos
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:00 PM
Wednesday:
10:00 AM - 5:00 PM
Thursday:
10:00 AM - 5:30 PM
Friday:
10:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
10:00 AM - 4:00 PM
Reviews
"I had an amazing experience with TRIANGLE! the knowledge and expertise with such clarity and patience. It really pays to take third party advice before doing anything. It can save headaches and money later. And surely TRIANGLE IS THE PLACE!!!"
"had a great experience with advise on my life insurance and on the session about how to invest in the stock market. they gave me lots of time and patience and answered all my calls until I was clear with everything (even later once my session was over). will definitely use them again and recommend them to everybody"
"Finally! A place I was waiting for - for years! Having Mr. Lebowitz on top of the lawyers, lawyers that are extraordinary experts in their fields, makes a HUGE difference. And fees are really competitive too. Thank you TriAngle for your great service."
"I scheduled a consultation with triangle to review my life insurance options, and came out very clear. It definitely saved me thousands from buying the wrong policy. Would highly recommend!"
"Way more than expected!!!! I'm glad that I reached out to Triangle which went through every last detail of the 58 page application & helped me understand what to revise even when the agent didn't want to do so because Triangle works for YOU & is here to protect YOU!!!"
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