Trilogy Financial is a forward-thinking company that delivers a comprehensive range of financial products and services, and works with some of the oldest and most established companies in the investment industry. Its broker/dealer, LPL, is an independent, full-service broker/dealer that not only offers quality services and cutting edge technology, but also allows Mike the autonomy to recommend whatever investment option is appropriate for his clients.
The most important thing which you should know is that Trilogy Financial is an independently owned company. This means that Mike is not required to use a particular investment company when working with his clients. That independence puts him in a position to offer objective guidance that is relevant to his clients.
Please contact Mike should you have questions or would like to schedule an appointment.
Call Mike at 949.221.8105 ext 2128 or send him an email