"My husband and I have been with Michael Fibiger at Trilogy Financial for almost 5 years. We started with a financial plan and have since moved several accounts over to him. He has helped us with protection, planning, college accounts, retirement, and has assisted with my husband‘s employer retirement. We also have plans in place in case we need a nest egg. He has recommended countless professionals and assistance of everything from wills to insurance planning. We have even opened separate accounts to grow personal money. Mike meets with us yearly to go over each year and make plans for the next. He is always easy to reach and we have tremendous confidence in his knowledge and how he handles our investments. We have referred several other families to Mike and our son is interested in starting investments with him as soon as he is able. I can’t describe how relieved we are to have confidence with our money."

"I have been a Trilogy client for over 10 years and am very confident in the personal service I receive from my advisor Mike Fibiger. He's knowledgeable and attentive, highly personable, and quickly responds to any questions I have. His recommendations are spot on for my goals as I progress through retirement."

"I am so grateful to Mike for truly helping me out after the death of my husband. He is always there to answer a question and makes sure that I am always very well informed about the decisions I make. His professionalism and attention to detail gives me such confidence."

"Working with Mark as my financial advisor from Trilogy Financial has been a transformative experience for me and my family. His expertise, dedication, and personalized approach have truly made a positive impact on our financial well-being. From strategic planning to insightful guidance, he has navigated us through the complexities of financial management with professionalism and care. The team at Trilogy Financial not only understands the intricacies of wealth management but also takes the time to comprehend our unique goals and aspirations. Their commitment to fostering a genuine partnership is evident in every interaction, creating a sense of trust and confidence. I appreciate the proactive and comprehensive strategies employed by Trilogy Financial. Their support has not only safeguarded our assets but has also empowered us to make informed decisions with a clear understanding of the potential outcomes. In times of economic uncertainty, having a reliable and responsive financial advisor is invaluable. Mark has consistently demonstrated a deep commitment to our financial success, and I wholeheartedly recommend their services to anyone seeking a partner in building a confident and prosperous future."

"We've had the pleasure of working with Mark Nicolet for a decade now, and his unwavering honesty, integrity, and genuine respect have made our financial journey not just successful but deeply enriching. Mark's proactive guidance, honest feedback, and expert insights have been invaluable, shaping our financial decisions with intelligence and care. His personal touch, like the annual Christmas card, reflects the true human connection he fosters. Mark goes beyond finance, connecting us with the right professionals when needed, showcasing a sincere commitment to our overall success. Mark consistently makes us feel respected and valued—a rare gem in the financial world. We would recommend him and his team from the bottom of our heart, we have full trust in his skill, interest, and insight for genuine success."

"I met Mark 2 years ago when I was looking for a financial advisor. His name was sent to me as a recommendation, while I was working through Dave Ramsey’s 7 Baby Steps plan. I had reached Baby Step 4. “Invest 15% of your Household Income in Retirement”, so I used the SmartVestor option on the Ramsey website that provided financial advisors in my area who had been accepted into the program. While I met with and talked to several people, Mark was the one who made the biggest impact. I felt like he genuinely cared about me and my goals. During our visit/interview he identified the areas that were important to me. When did I want to retire? How much safety in investments did I need vs. risk. What was my current financial picture and where was I headed with my plan? Having been a single parent for 14 years and sole income for my household for over 20 years, I did not easily trust anyone else with the funds from my hard work and effort. I did my own research and found him to be someone that I not only liked but also admired. He is very personable and welcoming; he is family oriented and genuinely kind. I value Mark."