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Trinity Financial Advisors, LLC

Name: Trinity Financial Advisors, LLC
Address: 321 West Lake Lansing Rd., East Lansing, MI, 48823, US
Telephone: (517) 333-2121

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Financial Planner in East Lansing

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321 West Lake Lansing Rd. East Lansing MI, 48823

(517) 333-2121

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General Description

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.