About
At TRI Financial Group we know that navigating the financial service industry can be overwhelming and confusing at best.
As a true financial services firm, we are an independent agency who utilizes over 70 different companies to best match your needs. We work for you, not the companies we recommend. We specialize in helping our client's navigate the mine field of Retirement, Estate, Tax, College and Financial Planning. We have specialists in each area of need for our clients. We have on staff Attorneys, CPA's, Financial Planners, and Insurance Professionals.
Services
financial planning services
estate planning
tax planning services
College Planning
health insurance plans
business planning and development services
Contact
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:00 PM
- Tue 8:30 AM - 5:00 PM
- Wed 8:30 AM - 5:00 PM
- Thu 8:30 AM - 5:00 PM
- Fri 8:30 AM - 5:00 PM
- Sat CLOSED
-
Sun CLOSED
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Detailed Information
- Location TypeHQ
- Opening Date1998
- Annual Revenue Estimate$2.5 to 5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- Owner Robert Ingram
- Phone (916) 781-3373
- Email [email protected]
- Fax (916) 781-6767