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      Trinity Financial Advisors

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      Financial Planners, Financial Planning Consultants, Financial Services

      321 W Lake Lansing Rd, East Lansing, MI 48823

      517-333-2121

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Retirement Planning Services
      Services/Products
      Financial Planning IRAs and Retirement Planning Insurance Investments Tax Planning
      Payment Options
      AKA

      Trinity Financial Advisors, LLC

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      website

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