Trinity Financial Group - Omaha, Nebraska

Trinity Financial Group

Trinity Financial Group is a renowned financial planning firm located at 13520 California St Suite 200, Omaha, NE 68154, United States. The company specializes in providing comprehensive financial planning services to their clients.

With a dedicated team of experienced professionals, Trinity Financial Group aims to help their clients achieve their financial goals by offering tailored solutions that suit their unique needs. The company's specialties include financial planning, investment management, and wealth preservation.

One of the key features of Trinity Financial Group is their wheelchair accessible entrance, parking lot, and restroom, making it convenient for all clients to access their services. It is advisable to make an appointment before visiting the office for a more personalized experience.

Trinity Financial Group has received high praise from their clients, with an impressive average rating of 5/5 based on 4 reviews on Google My Business. Clients appreciate the professionalism, expertise, and personalized approach of the team at Trinity Financial Group. Many clients have expressed their gratitude and satisfaction with the services provided by Matt Green, Matt Ryan, TJ, and Christen.

Some of the key highlights mentioned by clients include:

• Comprehensive analysis of the client's financial situation and goals
• Tailored financial planning solutions
• Excellent communication and listening skills
• Trustworthy and integrity in their financial advice
• Strong performance and results

In conclusion, Trinity Financial Group is a top-notch financial planning firm that prioritizes client satisfaction and delivers exceptional results. With their expertise, personalized approach, and commitment to their clients' financial well-being, Trinity Financial Group is highly recommended for anyone seeking professional financial advice.

Address: 13520 California St Suite 200, Omaha, NE 68154

Phone: 8773311217

Website: trinityne.com

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended

Opinions: This company has 4 reviews on Google My Business.

Average opinion: 5/5

👍 Reviews of Trinity Financial Group

Carmen C.

5/5

Matt Green is everything that you want in a financial planner. He examines the big picture and helps you plan out the best options for you. We are grateful and thankful every day for Matt’s experience, knowledge, and integrity in finances!

Wendell S.

5/5

Best planner I’ve ever had. Great with numbers and results. I will be a lifer with Matt Ryan and the team. I thank God for this group

Gary G.

5/5

Matt, TJ, Christen...all listen ... first. They act in our best interest. They do well when our portfolio does well. A good group to get involved with.

Julia S.

5/5