Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a
collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each
team member are the key to giving you the best guidance, coaching you towards your real life goals.
Wealth & Asset Management
Investing Consulting
Wealth Protection & Wealth Transfer
Advanced Planning
Relationship Management
Check out what our clients have to say about us!
“Trilogy Financial has been an invaluable partner in navigating my financial journey. Derrick's expertise and personalized approach has helped me pursue my goals with confidence. From retirement forecasting to investment strategies, he has been instrumental in helping me define my financial future. I highly recommend Trilogy Financial to anyone seeking comprehensive and tailored financial solutions.”
“We worked very hard to build a nest egg we thought would cover us in retirement years. However, had never received any professional advice. We began looking for advice a year or so before planned retirement. We talked to a couple financial groups and then came across Trilogy Financial. Our first meeting with Derrick was extremely beneficial and felt that he really cared about our future. Derrick and his team were able to address every question and issue timely. They respond quickly and efficiently to questions and concerns. We value their input and believe we are on the right course to a stable and confident future in our retirement years. Would highly recommend their services.”
“My wife and I were sick and tired of being broke and needed help figuring out our finances. Derrick Blanchette is wonderful. He takes the time to understand our goals and dreams and then helps us craft a plan based on our risk tolerance to get where we want to go.”
“Derrick is always so thorough and clear when explaining my family’s financial options and suitable solutions or steps to pursue our goals. We have been able to save and invest more than we ever imagined, and we feel so fortunate to have started working with Trilogy so early in our careers. I would and do recommend Trilogy to all my family and friends, and anyone looking to establish financial freedom.”