Trinity Financial Advisors LLC
Financial Services
760 Communications Pkwy
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Trinity Financial Advisors LLC Overview
- Headquarters
- 760 Communications Pkwy
- Website
- tfadvisors.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2005
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Trinity Financial Advisors LLC
At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority. With Integrity, Discipline and Excellence at our core, we believe we offer an unmatched combination of service, planning and investment management - all under the umbrella of a fiduciary-based client focus.
Trinity Financial Advisors LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Trinity Financial Advisors LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cory Pfanner | Columbus, Ohio, United States |
Email
|
|
| Clay Acer, Cfp® | Financial Advisor at Trinity Financial Advisors Llc | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| Geoffrey Biehn Cpa, Cfp® | Columbus, Ohio, United States |
Email
Phone
|
|
| Jennifer Metz | Director, Client Services at Trinity Financial Advisors Llc | Columbus, Ohio, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 1 | 2 |
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Trinity Financial Advisors LLC Tech Stack
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