Trilogy Financial Services - Scottsdale, Arizona

Trilogy Financial Services is a well-known and highly regarded financial company, located at Address: 16427 N Scottsdale Rd UNIT 360, Scottsdale, AZ 85254. With a Phone: 23331995 and a user-friendly website at Website: trilogyfs.com, they offer a range of financial services to meet the needs of their clients.

Their specialties include financial planning, financial advising, financial consulting, and investment services. They are a reputable Financial institution and Investment company that can help individuals, families, and businesses manage their finances effectively. With a team of experienced and knowledgeable financial professionals, Trilogy Financial Services is equipped to handle all of your financial needs.

One of the key features of Trilogy Financial Services is their commitment to accessibility. They have a wheelchair-accessible entrance, parking lot, and restroom, making it easy for everyone to visit their office. They also offer Online appointments, which is a convenient option for those who prefer to schedule their visits remotely.

In terms of location, Trilogy Financial Services is situated in a prime area of Scottsdale, AZ. The office is easily accessible by car, and there is ample parking available. The area is also well-served by public transportation, making it easy to get to and from the office.

When it comes to choosing a financial company, it's important to consider the opinions of others. Trilogy Financial Services has a strong reputation in the community, with 4 reviews on Google My Business. The company has an impressive average opinion of 4/5, which is a testament to the high-quality service they provide.

Reviews of Trilogy Financial Services

Michael Hayes

1/5

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!

elegant pet grooming

5/5

As a Small bussines owner, they give me the direction and advice to my retirement. very thankful with this great company.

Ipolito Godinez

5/5

me siento muy satisfecho con el equipo de gonzalo me han ayuado a seguir creciendo y no solo a nosotros si no a mis hijos tambien.
y nos ayudaron a perder el miedo graciaas

Fabian Torres

5/5