Trifecta Financial - East Peoria, Illinois

Address: 422 E Washington St Suite 400, East Peoria, IL 61611.
Phone: 93230737.
Website: trifectafinancial.net
Specialties: Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Trifecta Financial

Trifecta Financial 422 E Washington St Suite 400, East Peoria, IL 61611

⏰ Open Hours of Trifecta Financial

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Trifecta Financial: A Comprehensive Overview

For individuals and families seeking sound investment solutions, Trifecta Financial presents itself as a dedicated investment company. Located at 422 E Washington St Suite 400, East Peoria, IL 61611, and reachable at 93230737, the firm aims to provide personalized financial guidance and strategic portfolio management. Their website, trifectafinancial.net, serves as a central hub for information regarding their services and approach.

Key Features and Services

  • Investment Management: Trifecta Financial specializes in crafting tailored investment strategies based on a client's specific financial goals, risk tolerance, and time horizon. They offer a range of investment vehicles including stocks, bonds, mutual funds, and potentially other alternative assets, depending on client needs.
  • Financial Planning: Beyond mere investment management, the company provides comprehensive financial planning services, encompassing retirement planning, estate planning, tax optimization strategies, and education savings plans.
  • Portfolio Reviews and Adjustments: Regular portfolio reviews are a cornerstone of their service. They proactively monitor market conditions and client circumstances to make necessary adjustments, ensuring portfolios remain aligned with evolving objectives.
  • Client-Centric Approach: Trifecta Financial emphasizes building strong, long-term relationships with its clients. They prioritize open communication, transparency, and a deep understanding of each client’s unique situation.

Location and Accessibility

The firm’s physical address at 422 E Washington St Suite 400, East Peoria, IL 61611, provides a convenient location for clients seeking face-to-face consultations. Furthermore, the office is designed with accessibility in mind, featuring a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity. This consideration enhances the overall client experience for individuals with mobility limitations.

Recent Feedback and Reputation

Currently, Trifecta Financial has 0 reviews on Google My Business, indicating a nascent online presence and a limited amount of publicly available feedback. The average opinion is 0/5, suggesting that, at this time, there is insufficient data to form a substantive judgment regarding client satisfaction. It's important to note that a lack of reviews does not necessarily reflect poor service; it simply indicates a recent establishment or a limited number of clients who have chosen to publicly share their experiences. However, prospective clients are encouraged to seek out additional information and potentially connect with current or former clients to gain a more comprehensive understanding of the firm’s performance.

Additional Points of Interest

Trifecta Financial’s operational philosophy appears to be centered on delivering personalized service and strategic financial guidance. While the current lack of online reviews presents a challenge, the firm’s commitment to accessibility and its specialized focus on investment management and financial planning are noteworthy. Potential clients should prioritize conducting thorough due diligence, including contacting the firm directly to discuss their specific needs and expectations. Exploring alternative sources of information, such as industry directories and professional networking platforms, could also provide valuable insights. The company's dedication to a wheelchair accessible environment showcases a responsibility to serve a diverse clientele.

Contact Information

Address: 422 E Washington St Suite 400, East Peoria, IL 61611

Phone: 93230737

Website: trifectafinancial.net

Specialties: Investment company

Go up