About Trilogy Financial Services
Reviews for Trilogy Financial Services
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Trilogy Financial Services is a reliable and trustworthy financial services provider that offers personalized planning and management. They have a team of experienced advisors who take the time to understand clients' unique financial situations and develop customized plans to achieve their goals. From protection and planning to retirement and college savings, Trilogy Financial Services provides expert guidance and support. Clients have noted the firm's down-to-earth approach and transparency, appreciating the genuine care shown by the advisors. Mark Nicolet, one of the advisors, is noted for his impactful and personable approach, making clients feel valued and understood. He identifies important areas for clients, including retirement goals and investment safety versus risk. Mike Fibiger is recognized as a top-notch money manager who goes beyond just financial matters, providing compassionate support during difficult times. His assistance in navigating complex financial situations has been praised, and he continues to check in with clients to ensure they stay on track with their financial goals. With a focus on building long-term relationships, Trilogy Financial Services is dedicated to helping families achieve peace of mind and secure their financial futures.
Mark Nicolet-Trilogy Financial
I met Mark 2 years ago when I was looking for a financial advisor. His name was sent to me as a recommendation, while I was working through Dave Ramsey’s 7 Baby Steps plan.
I had reached Baby Step 4. “Invest 15% of your Household Income in Retirement”, so I used the SmartVestor option on the Ramsey website that provided recommendations for financial advisors who had been researched and approved by their team.
While I met with and talked to several people, Mark was the one who made the biggest impact. I felt like he genuinely cared about me and my goals. During our visit/interview he identified the areas that were...read full review
I am an estate planning attorney and have worked with many of Heather Klutznick's clients. I have been impressed with Heather's hands-on approach, thoroughness, and assistance with trust funding. Heather's clients hold her in the highest regard as a highly skilled professional and a warm caring person. I would highly recommend Heather!
Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passed away and I was lost in the chaos, Mike helped me find my way through the maze of accounts and helped me make very informed decisions about how to manage my money for my and my kid’s futures. He did all this with a caring ear and a box of Kleenex. Since then he has checked in and made sure that we are still on course to my financial goals.