Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand.
Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Company Details
- Employees
- 63
- Founded
- -
- Address
- 202 Montrose West Ave, Suite 310,united States
- Phone
- (877) 206-6290
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- trinitypension.com
- Keywords
- Cash Balance Plans, Retirement Plan Design, Actuarial Team, Prospecting and Point of Sale, 401k, Third Party Administrator, Retirement Plan, CPA, Financial Advisor Training, Tax Strategy, SECURE Act, Qualified Retirement Plan, Small Business, Plan Sponsor, 3.16 Services.
- HQ
- Akron, Ohio
Trinity Pension Consultants Questions
Trinity Pension Consultants's helpline number is (877) 206-6290
Trinity Pension Consultants's website is trinitypension.com
Trinity Pension Consultants's LinkedIn profile is https://www.linkedin.com/company/trinity-pension-consultants
Trinity Pension Consultants has
63 employees.
View email and phone details for 63
employees at Trinity Pension Consultants.
Trinity Pension Consultants's industry is
Financial Services
Trinity Pension Consultants's top competitors are
The Ryding Company | Your Retirement Plan Company,
July Business Services,
The Retirement Advantage, Inc. (Tra),
Compass Retirement Consulting Group,
Pasi, Llc,
Ferenczy Benefits Law Center,
The Benefit Practice,
Egps,
Atlantic Pension Services, Inc.,
Red River Investments Group.
Trinity Pension Consultants's categories are Financial Services
Trinity Pension Consultants's founding year is 2006
