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Trilogy Financial Services
101 University Boulevard, Denver, Colorado 80206
About the Trilogy Financial Services
Trilogy Financial Services is a leading finance institution located at 101 University Boulevard in Denver, Colorado, United States. With a team of experienced financial advisors, Trilogy offers comprehensive financial planning services to help clients achieve their long-term financial goals. From retirement planning to investment management, Trilogy is dedicated to providing personalized solutions tailored to each client's unique needs. Visit us today to start planning for a secure financial future.
Photos of Trilogy Financial Services
101 University Blvd #450, Denver, CO 80206, 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:
Closed
Sunday:
Closed
Reviews of Trilogy Financial Services
"I highly recommend Michael Fibiger at Trilogy - he's been great for planning, coordinating strategy with our tax team, running scenarios during big life changes, and mostly for being willing to give us a dose of tough love when we need it. He's not afraid to hold us accountable to keep us on track - which is awesome."
"We have been working with Mark Nicolet and Trilogy Financial for 5 almost 6 years. Mark earned our trust from the beginning when he had an event for his current customers and asked them to invite friends, our friends invited us to this event. We went in expecting to deal with a time share type of sales pitch that we were going to have to fight off. I can say that my wife and I were pleasantly surprised when, the only call post event was Mark re introducing himself and letting us know that he hoped we had a good time. We decided then to set up a meeting to see what Mark and trilogy financial could offer us. My wife and I were a little nervous for our first meeting, we thought that with the Trilogy firm and a office in Cherry Creek we were going to need to fork over a lot of money each month to be managed. I can say that Mark and his team did an excellent job of going over our financial situation and came up with very manageable initial investment amount each month. Over the years we have developed a great working relationship and friendship with Mark. We fully trust Mark and Trilogy with our family's future. They have showed us and helped us make a lot of changes to better our situation. Mark has been there for quick questions that probably wasted his time but were important to me and my wife as well as longer coaching/review situations. If you are looking to start saving for you and your families future or maybe are looking to switch advisors, my wife and I highly recommend Mark Nicolet and Trilogy Financial."
"We’ve had the pleasure of working with Mark Nicolet for a decade now, and his unwavering honesty, integrity, and genuine respect have made our financial journey not just successful but deeply enriching. Mark's proactive guidance, honest feedback, and expert insights have been invaluable, shaping our financial decisions with intelligence and care. His personal touch, like the annual Christmas card, reflects the true human connection he fosters. Mark goes beyond finance, connecting us with the right professionals when needed, showcasing a sincere commitment to our overall success. Regardless of our net worth fluctuations, Mark consistently makes us feel respected and valued—a rare gem in the financial world."
"Mike Fibiger has been great to work with. He and his team are extremely knowledgeable and caring about our future financial goals. There's so much more to plan for the future that we didn't even think about! Mike was able to constructively explain the importance of each area and help create a game plan that is easy and trusting for us. I would highly recommend Trilogy Financial."
"I HIGHLY recommend Brett Miller. He oversees my account and I chose him for his thorough knowledge and attention to detail. He will fully listen to you to get to know you and your goals. It's outstanding to have so much confident in the person that will guide me to a prosperous retirement."
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