Reviews for Trilogy Financial Services

Nov 2022

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.
Nov 2019

Steve Hartel at Trilogy Financial is your guy to contact about your advising needs. Steve will work hard for you to ensure your financial freedom for the future. He takes the time to get to know you and your future aspirations to set you up for success. If you are looking for someone that will work hard for you, call Steve Hartel!
Nov 2018

My wife and I work with Brett Miller. He's awesome. Brett really understands our specific situation and goals and continues to help us achieve, and then set new goals. Highly recommend him if you are looking for financial planning/wealth management help.

From Trilogy Financial Services

We're More than Financial Planners, We're Life Planners. Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC (FINRA.org, SIPC.org). Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity. TC and TF are separate entities from LPL. Third-party posts found on this profile have not been reviewed for accuracy or completeness and do not reflect the views of TC, TF or LPL.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 4.7/5