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Trinity Financial Group

8193 Chelton Lane
Cincinnati
OH 45249
Phone: 513-984-2123

Category: Insurance
Email: moc.rr.icnic@laicnanifytinirt

Company representatives

Michael Jakobi, President/CFP
Phone: 513-984-2123
Email: moc.rr.icnic@laicnanifytinirt

Timothy Boone, Advanced Markets
Phone: 513-984-2123
Email: moc.rr.icnic@laicnanifytinirt

Michael J., President/CFP

About Trinity Financial Group

Insurance & Financial Services; Largest Clients: Sperry and Rice Manufacturing, Brookville, IN; TERILLIUM, Inc., Cincinnati, OH; Wolf Machine, Ci


Basic & Advanced Financial Planning and Insurance Services for Businesses of all Sizes. We are Independent Agents with access to the entire market. We do not charge consulting fees. Primary Specialization in NON MEDICAL Group Insurance Programs: Disability, Life, Long Term Care, Dental & Vision, Employer or Employee Paid. Advanced Financial Planning Services & Programs include Retirement Plans, Key Employee Benefits, Business Estate & Transfer Planning. We are licensed to do business in the states of OH, IN, KY, TN, MI. Securities through Lincoln National Securities, Ft. Wayne, IN.


Products and Services

  • Non Medical Group Insurance
  • Retirement Plans
  • Key Executive Financial Planning

Opening Hours


We are open Monday - Saturday. 24/7 Phone Support via office Voice Mail or Email.
  • SundayCLOSED
  • Monday8:30 AM to 6:00 PM
  • Tuesday8:30 AM to 6:00 PM
  • Wednesday8:30 AM to 6:00 PM
  • Thursday8:30 AM to 6:00 PM
  • Friday8:30 AM to 6:00 PM
  • Saturday8:30 AM to 12:00 PM

Business categories

  • Financial Services
  • Financial Advisory Services

Location Type

Headquarters


Employees

5 to 9


Years In Business

31


Additional information

Michael J. Jakobi; President/Certified Financial Planner; 1991-Present Timothy Boone; Advanced Markets Manager; 1993-Present


Rating

Browse U.S. states for Insurance



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