About Trilogy

Trilogy Financial Services - Corporate Office in Huntington Beach

With regional offices from coast to coast, Trilogy Financial, Inc. is your turnkey solution, with a vision of helping millions of Americans achieve financial independence.

Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin Mackintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele.

Our experienced and forward thinking advisors are kept up to date with the latest financial trends, utilizing state of the art technology so that they can provide every client with major expertise and personalized service and care.

At Trilogy, we believe in comprehensive Wealth Management collaborating with experienced Tax Professionals and Attorneys to assist our clientele to help them attain their goals, preserve their wealth and then distribute their wealth in the most efficient manner with the least amount of taxes.

We take pride in providing unbiased, objective guidance, assisting our clients to help them achieve their most worthwhile financial goals, from generation to generation.

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy │ TFS Privacy Policy