TF
Trilogy Financial Services
Des conseils financiers compatissants et experts pour une tranquillité d'esprit durable.
5(5 avis)
Business
$$$
Des conseils financiers compatissants et experts pour une tranquillité d'esprit durable.
Trilogy Financial Services, basée à Denver, propose une planification financière personnalisée et des conseils en investissement. Les clients apprécient des conseils bienveillants et honnêtes tout au long des étapes de la vie, avec un soutien pour la retraite, les plans d'épargne-études et la protection, ainsi qu'une aide pour les testaments et la planification d'assurance. Un service proactif et accessible aide les familles à rester sur la bonne voie vers leurs objectifs financiers.
Aucune photo disponible
Analyse complète et élaboration de stratégies pour la retraite, l'épargne universitaire et les objectifs à long terme.
Gestion de portefeuille personnalisée axée sur l'évaluation des risques et les opportunités de croissance.
Conseils sur les plans de retraite d’employeur, les IRA et des stratégies pour assurer une retraite sécurisée.
Aide pour les testaments, les régimes de protection et l'assurance pour protéger l'avenir de votre famille.
Conseils d'expert sur la mise en place et la gestion de comptes destinés aux frais d’éducation.
Réunions annuelles et suivis réguliers pour ajuster les plans et suivre les progrès vers les objectifs.
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 important to me. When did I want to retire? How much safety in investments did I need vs. risk. What was my current financial picture and where was I headed with my plan? Having been a single parent for 14 years and sole income for my household for over 20 years, I did not easily trust anyone else with the funds from my hard work and effort. I did my own research and found him to be someone that I not only liked but also admired. He is very personable and welcoming; he is family oriented and genuinely kind. I trust Mark.
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.
My husband and I have been with Michael Fibiger at Trilogy Financial for almost 5 years. We started with a financial plan and have since moved several accounts over to him. He has helped us with protection, planning, college accounts, retirement, and has assisted with my husband‘s employer retirement. We also have plans in place in case we need a nest egg. He has recommended countless professionals and assistance of everything from wills to insurance planning. We are at a great place with our finances since switching to Mike. We have even opened separate accounts to grow personal money. Mike meets with us yearly to go over each year and make plans for the next. He is always easy to reach and we have tremendous confidence in his knowledge and how he handles our investments. We have referred several other families to Mike and our son is interested in starting investments with him as soon as he is able. I can’t describe how relieved we are to have peace of mind with our money.
We have been working with Mark Nicolet and Trilogy Financial for 5 almost 6 years. Mark earned our trust from the beginning when he had an event for his current customers and asked them to invite friends, our friends invited us to this event. We went in expecting to deal with a time share type of sales pitch that we were going to have to fight off. I can say that my wife and I were pleasantly surprised when, the only call post event was Mark re introducing himself and letting us know that he hoped we had a good time. We decided then to set up a meeting to see what Mark and trilogy financial could offer us. My wife and I were a little nervous for our first meeting, we thought that with the Trilogy firm and a office in Cherry Creek we were going to need to fork over a lot of money each month to be managed. I can say that Mark and his team did an excellent job of going over our financial situation and came up with very manageable initial investment amount each month. Over the years we have developed a great working relationship and friendship with Mark. We fully trust Mark and Trilogy with our family's future. They have showed us and helped us make a lot of changes to better our situation. Mark has been there for quick questions that probably wasted his time but were important to me and my wife as well as longer coaching/review situations. If you are looking to start saving for you and your families future or maybe are looking to switch advisors, my wife and I highly recommend Mark Nicolet and Trilogy Financial.
We’ve had the pleasure of working with Mark Nicolet for a decade now, and his unwavering honesty, integrity, and genuine respect have made our financial journey not just successful but deeply enriching. Mark's proactive guidance, honest feedback, and expert insights have been invaluable, shaping our financial decisions with intelligence and care. His personal touch, like the annual Christmas card, reflects the true human connection he fosters. Mark goes beyond finance, connecting us with the right professionals when needed, showcasing a sincere commitment to our overall success. Regardless of our net worth fluctuations, Mark consistently makes us feel respected and valued—a rare gem in the financial world.
Revendiquez Trilogy Financial Services pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
