Mar 4
Trilogy Financial Services, Inc., an 11 year old Southern California based financial planning firm, is rapidly expanding and opening Regional Branches nationwide.
San Mateo, CA March 4, 2010-- Trilogy Financial Services, Inc., a Southern California company opens up shop in Northern California and Massachusetts for the first time. Even with the current economy and
unemployment on the rise, this firm continues to grow and hire in their local Metro markets and has recentlymoved into the San Mateo, CA and Woburn, MA areas.
Jeff Motske, CEO & Owner, had a dream of creating a company that would assist people with all of their
financial needs. Today, that dream is a reality. Jeff formed Trilogy Financial Services, Inc. in 1999, and at the end of its first year, Trilogy had 36 advisors; today, the firm is on track to be 200 reps strong by year end, and just opened its 10th office in the Greater Boston Area. Jeff expects Trilogy to exceed $1 billion in assets in the near future, and says the firm is “just getting started.”
“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.”
With offices in Huntington Beach, Irvine, West Covina, San Diego, Torrance, Calabasas, and Corona, CA, an office in Denver, CO and their two newest offices in San Mateo, CA and Woburn, MA (greater Boston area), Trilogy’s family is growing quickly. “We look forward to opening an additional two offices in 2010 as well”, Motske said.
For additional information on the news that is the subject of this release please contact Pamela LeBlanc or
visit www.trilogyfs.com.
About Jeff Motske:
After earning a degree in Business Administration from Vanguard University, Jeff began his career at a mutual fund company and soon became a Registered Representative with a thriving practice at SunAmerica. By most People’s standards, he had made it. But Motske had a bigger vision – to create the next Generation of independent Financial Planners that will assist millions of Americans achieve Financial Independence. Jeff is also a Certified Financial Planner™ practitioner and an Investment Advisor Representative with National Planning Corporation (NPC).
Contact:
Jim Young, Regional Vice President- San Mateo, CA
Trilogy Financial Services, Inc.
650-350-1750 ext. 4602
http://www.trilogyfs.com
*Pamela LeBlanc, Hiring Manager- Corporate Office
Trilogy Financial Services, Inc.
949-852-7855
http://www.trilogyfs.com
*Not a representative of NPC
Securities and advisory services offered through NATIONAL PLANNING CORPORATION (NPC) member FINRA, SIPC a Registered Investment Advisor. Trilogy Financial Services and NPC are separate and unrelated entities.