Trina O'Connell - Financial Advisor

"Trina has been instrumental in getting our families financial planning on track. Highly recommend Trina and this team!"

"Trina is a Godsend. Due to life circumstances, I started saving for retirement later in life that I would have liked, and thought I would be in trouble at retirement or have to work well into my 70's. After working with Trina for only 7 months, we have a plan in place that gives me peace of mind in all areas such as retirement income, living a great life while retired (living a great life now), life insurance, long term care coverage, savings, and a Roth. All things I did not have before where I only had my life insurance with my employer as well as a 401k. I now feel confident in my retirement future and I still have money to travel, save, and enjoy my life now. She is a true miracle worker. Also, and this is important, she is VERY understanding, does not judge, and will make her recommendations knowing you may need some time before you can take her up on them all - and she doesn't push or pressure you into things you aren't ready to do quite yet. Thank you Trina!"

"We can't enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time we've had a life event, she's helped to reshape our goals and show us how to get back on track. Highly recommend!"

"Trina truly makes you feel like family! She is so welcoming and willing to answer any question I have. Since becoming self employed Trina has walked me through every step along the way! HIGHLY recommend."

"Trina works exceptionally hard to help her clients achieve financial security. She is a pleasure to work with, and I know that I can always count on her to answer any questions that I may have. Most importantly, she is down to earth and a wonderful listener. I would recommend her to anyone and everyone!"