With regional offices from coast to coast, Trilogy Financial Services, 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.