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- Trilogy Financial Services Blvd, Beach, Huntington Beach
- Phone:
- +1 714-843-9977
- Website:
- http://www.trilogyfs.com/
- Address:
- 17011 Beach Blvd #800, Huntington Beach, CA 92647, United States
- Hours:
- Tuesday8AM–5PMCLOSE
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
Distribution Planning
Diversified Portfolio
Estate Planning Strategies
Generational Planning
Income Planning
Insurance Risk Management
Insurance Services
Insurance Solutions
Investment Portfolio
Investment Strategies
Legacy Planning
Legal Advisor
Life Insurance Options
Long-Term Care Planning
Managed Accounts
Personalized Investment
Protection Planning
Small Business Strategies
Student Loan Management
Term Insurance
Trust Services
Tuition Plans
Wealth & Asset Management
Wealth Accumulation
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Trilogy Financial Services Reviews
3.9 stars based on 1 reviews
Featured Comments:
M
M Moore
1.0
I am an educated middle class single female. I worked for a major oil company which a Trilogy advisor came to our office. At that time it seemed oil company endorsed this Trilogy advisor who had inside access that other advisors did not. I invested my mothers WILL money along with my pension. The advisor, David Huisinga, took money from the pension account to pay my mothers WILL required distribution!! A major SCREW UP for me. I had to convince him he was mistaken and he did nothing but argue! Then of course I had to review ALL my investments to double check his work. When he realized I was right he had me hand carry the distribution check to the proper accounts! I ended up paying taxes on that mistake. Another investment in RIETS turned out I cannot transfer the money. This was no where in writing and I verified this with Fidelity and TDAmeritrade. Also I reiterated several times to not invest in mutual funds. And guess what? I come to find my money was in mutual funds!! A lot of oil workers invested with this guy because the company allowed him to appear to be endorsed by the oil industry. We saw what happened at PG&E Yikes... DO NOT PUT YOUR MONEY HERE.. YOU WILL NOT HAVE ANY LEFT!
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Estimated Payment
$ null
- Total Principal Paid:$ 1,000.00
- Finance charge:$ 255.62
- APR: 311.00 %
Payment Breakdown
Map & Direction
Directions- Tuesday :8AM–5PM
- Wednesday :8AM–5PM
- Thursday :8AM–5PM
- Friday :8AM–5PM
- Saturday :Closed
- Sunday :Closed
- Monday :8AM–5PM
FAQs
1. How Can I Get In Touch With Trilogy Financial Services?
Dial +1 714-843-9977. You can submit contact form on their site.3. What Does Trilogy Financial Services Offer?
Trilogy Financial Services provides services in the following:Estate planningFinancial planningInsurance purchase consultingInvestment advisingRetirement savings consultingClick here to find more details from Trilogy Financial Services.5. Does Trilogy Financial Services Register as an Agency or a Lender?
Trilogy Financial Services is a Financial planner open for all kinds of loans. Besides, you can try WeLoans that will help you find the best lenders for you to compare.
2. What's the Location of Trilogy Financial Services?
17011 Beach Blvd #800, Huntington Beach, CA 92647, United States is 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 follow on their website at any time you need loans.6. What if I Can't Repay My Loan On Time?
You need to talk with your lender for negotiation in advance if you can't fulfil the agreement.7. Does Trilogy Financial Services Accept People with Bad Credit?
Sure, feel free to contact them for more details before you make any decision.