TriCord Advisors, Inc. 6772 Magnolia Avenue, Riverside, CA 92506
About the Business
TriCord Advisors, Inc. is a finance institution located at 6772 Magnolia Avenue, Riverside, California, United States. We offer a pathway to a successful financial future, guiding you towards your personal and professional goals. Our team includes 4 Certified Financial Planner™ professionals, 11 experienced achievers, and a dedicated client services team focused on providing excellent customer service. We are committed to always acting in your best interest as a fee-based advisor. Our services include vision setting, coaching techniques, and ensuring all aspects of your finances align with your objectives. TriCord Advisors also offers weekly discussions on topics impacting your financial future. Please note that we do not provide legal, tax, or accounting advice, and recommend consulting with your legal and/or tax advisors before making any financial decisions. Investment products are not FDIC insured and may lose value. Visit our website for more information and to request a copy of our Form ADV.
Photos
Location & Phone number
6772 Magnolia Ave, Riverside, CA 92506, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have worked with Tricord since 2015 and they are experts at financial planning and advice. Best partnership for our families future. Professional, committed, courteous, friendly team."
"We have been with TriCord Advisors since 1999, they managed all our financial investments and gave us advice on our properties We have gone through the two major financial crises, and unlike many of our friends our portfolio only took a minor hit and recovered quickly The staff is very responsive and the computer system to access your account is easy to work with. The bottom line is , I have been retired for 23 years, my portfolio is larger now than when I retired and I can enjoy my retirement without thinking about it."
"Excellent service and a sincere interest in benefitting their clients"
"Great people. Great advisors!"
"We have used Tricord for 2 years now. Very knowledgeable for our business and personal financial planning. Would highly recommend!"
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