Trinity Financial Group 8193 Chelton Lane Category: Insurance
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Company representatives
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
33
Additional information
Michael J. Jakobi; President/Certified Financial Planner; 1991-Present Timothy Boone; Advanced Markets Manager; 1993-Present
Rating
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