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Trilogy Financial Services
16427 North Scottsdale Road, Scottsdale, Arizona, United States
About the Trilogy Financial Services
Trilogy Financial Services is a leading finance institution located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in comprehensive financial planning and wealth management, Trilogy Financial Services offers personalized solutions to help individuals and families achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Trilogy Financial Services is dedicated to providing top-notch financial services to clients in the Scottsdale area and beyond.
Photos of Trilogy Financial Services
16427 N Scottsdale Rd UNIT 360, Scottsdale, AZ 85254, United States
Opening hours of Trilogy Financial Services
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Trilogy Financial Services
"As a Small bussines owner, they give me the direction and advice to my retirement. very thankful with this great company."
"Attention Retirees! If you don't mind paying 3% of all your investments to Trilogy financial services for financial advice, including mutual fund fees..where they want to direct/ steer your portfolio into their Jackson Annunities..They take 1 1/2 % of all your profits..The other 1% plus is your mutual fund fees..Where you end up way behind the 8 ball..Your portfolio profits are eaten up! They take in all the $ w/ limited access to all your $dollars...Annunities in retirement are the worse way to go! You never get ahead w/ your investments! They end up w/ most, if not all your profits! Its basically a life insurance policy where all you dollars earned are put away in a death benefit...and you cash surrender amounts are washed away in fees..You are limited to a yearly small cash fund withdrawal every year. 3% is a big chunk to invest w/ a company like this where they steer you towards annunities..and they profit off you in a $$ huge way! No retiree should pay more than 1 1/2 % for funds.. including advice!! Think twice to see if this is a fit for you!"
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