Julie Trost's Contact Details

Julie Trost's Company Details

Trinity Financial Group of Omaha

Omaha, NE, US • 10 - 19 Employees
Financial Services

Trinity Financial Group specializes in Financial Planning, Insurance Planning and Advanced Markets. We work with highly regarded, well recognized Estate Planning Attorneys and Certified Financial Planners to help our clients achieve their goals. We are also contracted with several of the highest rated insurance companies in the industry. These companies lead the industry in product innovation allowing us to meet the needs of our clients. Trinity Financial Group is an A+ Honor Roll member with the Better Business Bureau of Nebraska as well as a member of NAFA (National Association for Fixed Annuities). Trinity Financial Group is dedicated to helping clients protect and preserve their assets. We work diligently for our clients to help make sure their needs are being met. This allows us to obtain new clients through referrals. We regard this as one of the highest compliments our clients can give us. We will continue to do what we have always achieved, to provide our clients with an exceptional level of service. We are committed to working with you to accomplish your goals.We've partnered with ChangePath to leverage their technology platform and research capabilities. Our investment philosophy was designed to help identify an ideal set of asset classes, select effective strategies, determine risk tolerance, assign allocations and perform continual monitoring.