Trinity Financial Advisors, LLC in East Lansing
Öffnungszeiten
- Montag
- 08:00 - 17:00
- Dienstag
- 08:00 - 17:00
- Mittwoch
- 08:00 - 17:00
- Donnerstag
- 08:00 - 17:00
- Freitag
- 08:00 - 17:00
Optionen zum Ändern deiner Daten
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Registrieren & Geschäft übernehmenTrinity Financial Advisors, LLC Versicherungen
321 West Lake Lansing Rd.
48823
East Lansing
Beschreibung
Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies. Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets. We have some of the industry's top data management and planning tools, investment platforms and products—plus, more than 30 years of market experience. We take a “hands on” approach that emphasizes service and support: accumulating and managing retirement investments; saving and accumulating college education funds; managing inheritances, including IRA's; life insurance, long term care, and estate planning.