Trilogy Financial Services-0
Trilogy Financial Services-0
Financial Planner

Trilogy Financial Services High Bluff Dr, San Diego, California

3.8
(3)Check map
Phone:
+1 858-755-6696
Website:
http://www.trilogyfs.com/
Address:
12520 High Bluff Dr #140, San Diego, CA 92130, United States
Hours:
Wednesday8AM–5PM
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    Services

    • Estate planning

    • Financial planning

    • Insurance purchase consulting

    • Investment advising

    • Retirement savings consulting

    • Wealth management

    • 401(k) & Retirement Planning

    • Budget Planning

    • Business Planning

    • College & Education Planning

    • Custom Strategies

    • Customized Investing

    Show More
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    Trilogy Financial Services Reviews

    3.8 stars based on 3 reviews

    Featured Comments:

    • S

      Solana Beach Chamber of Commerce

      5.0

      The Solana Beach Chamber of Commerce is proud to have Trilogy Financial Services as a member and appreciate all they do for the community!

    • H

      Hannah Santos

      1.0

      I would not recommend this firm. I found them through Dave Ramsey's SmartVestor pro referral service because I needed help rolling over pension contributions to an IRA while in Baby Step 2. They had one of their least experienced investors, Daniel Javier, contact me, I found him on LinkedIn and he has only been out of college for a year. He is not the SmartVestor who was recommended by Dave. After contacting me by phone and email, I finally set up an appointment with him to see if he'd be a good fit. He set a time, then asked me to send over my financial statements, then he stopped replying. I understand I don't have a ton of money in the account since I only contributed for 3 years (I've only been out of college for 3 years), but to stop responding is completely unprofessional and SmartVestor pros are not supposed to have minimums. I linked up with another SmartVestor at a different firm who happily met up with my husband and me in person, looked over my statements and decided to work with us because he has foresight and can see we have a great income that will be fruitful once we start investing steadily into retirement and our son's college accounts Baby Step 4, 5 and 6. I will be contacting Dave Ramsey's team to let them know they have a bad apple in the bunch.

    • M

      Mary Stovall

      5.0

      Down to earth and thorough financial planning. Also gave me other great recommendations for professional services.

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Wednesday :8AM–5PM
    • Thursday :8AM–5PM
    • Friday :8AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8AM–5PM
    • Tuesday :8AM–5PM
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    FAQs

    • 1. How to Contact Trilogy Financial Services?

      Dial +1 858-755-6696. You can submit contact form on their site.

    • 3. What Loans Can Trilogy Financial Services Offer?

      Trilogy Financial Services provides services below:Estate planningFinancial planningInsurance purchase consultingInvestment advisingRetirement savings consultingClick here to find more details from Trilogy Financial Services.

    • 5. Does Trilogy Financial Services Perform as an Agency or a Lender?

      Trilogy Financial Services is a Financial planner which will accept all kinds of loans. Besides, you can try WeLoans which will match you with the best lenders as you like.

    • 2. Where Can I Find out Trilogy Financial Services?

      12520 High Bluff Dr #140, San Diego, CA 92130, United States could be the location of Trilogy Financial Services. You can find more nearby loan stores in California here.

    • 4. What's the Procedure of Applying for a Loan at Trilogy Financial Services?

      You can apply on their website as long as you need loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to talk with your lender for negotiation in advance if you can't clear the debt.

    • 7. Does Trilogy Financial Services Accept People with Bad Credit?

      Sure, feel free to contact them for more details before you borrow money.