Trinity Financial Advisors, LLC

Description

Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies. Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets. We have some of the industry's top data management and planning tools, investment platforms and products—plus, more than 30 years of market experience. We take a “hands on” approach that emphasizes service and support: accumulating and managing retirement investments; saving and accumulating college education funds; managing inheritances, including IRA's; life insurance, long term care, and estate planning.

Trinity Financial Advisors, LLC can be found at 321 West Lake Lansing Rd. . The following is offered: Financial Planning - In East Lansing there are 7 other Financial Planning. An overview can be found here.