Cancel

    Open app

    Search

    Trilogy Financial Services

    4.6 (9 reviews)
    Closed 8:00 am - 5:00 pm

    Trilogy Financial Services Photos

    You might also consider

    More like Trilogy Financial Services

    Recommended Reviews - Trilogy Financial Services

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    3 years ago

    These folks take me seriously-they treat me and my family as if I am the only client. So appreciate them!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 1
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of A P.
    0
    3
    0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Mike S.
    146
    107
    0

    11 years ago

    Great firm been listening to their radio show and read their financialplannerla.com blog by one of their advisors david rae

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of David S.
    666
    237
    7

    12 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Enjoyed the book signing event and the book by Jeff Motske, CFP, The Couple's Guide to Financial Compatibility!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Trilogy Financial Services

    You might also consider

    Verify this business for free

    People searched for Financial Services 305 times last month within 15 miles of this business.

    Verify this business

    Crossroads Planning

    Crossroads Planning

    (132 reviews)

    TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

    I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

    Speedy Credit Repair - Speedy Credit Repair Inc.

    Speedy Credit Repair

    (99 reviews)

    I urge everyone to please do NOT go through with Speedy Credit Repair…read more They are scammers. Do not believe the fake reviews. We enrolled with them for 6 months. We understand coming into this it's a possibly our credit issue may not be fixed. We know this will take time. But one thing this company lacks is integrity. They are not true to their word. If you say something such as "I will call you back", please carry out your promise. All I asked for was communication. During this entire process, I only spoke with Chris 2 times. I called, no one answered I texted, no one answered You email Chris, no response He has an assistant Laurie who will respond to emails. She mentioned in my last email " Yes, Chris knows you are expecting a call" guess what? He never called me back!!! Chris said he will contact his lawyer associate and stated " I will call you back and give you an update" guess what? He never called back. They have you enrolled in a credit monitoring program which you have an additional fee. They probably get some sort of incentive. I can go on and on... there's has been so many occasions. Honestly, don't waste your time and money!!!!!!

    Before I hired this company, Mr. Chris L. gave me a call fairly quickly when I requested a free…read moreconsultation. Phone call nearly lasted an hour, explains to me his story, how everyone has slip ups with credit, how he knows how to repair credit ethically and properly. Gave me his story how he initiated his company, when I asked to proceed he asked for a $200 fee up front and after that $199 a month for 6 month contract. He also sent me documents to sign, nearly a dozen, all stating ways for him to stay covered from legal troubles and so I don't ask for a refund and it's a non refundable deposit. I was not asking for a miracle with my credit score, I was aware how I messed up my credit but I didn't know how to tackle it to get it better, Mr. Chris highly recommended not to worry that he will help me that that's why I hired him, he'll tackle these companies to try and get rid of them from my credit score, 3 months pass by and I ask for a update of how the situation is going, no response. I called and emailed his assistant Laurie, no response, when I did get a response it was for me to set up an appointment, in which I did, come to the date of? No call, no text no email. 2.5 more months passed by, I reached out again, Mr. Chris said, "I'll call you in a bit" ....... No call no text. I reached out to assistant...... no call no text no email. Come to 3 days before contract is up, $1,200 later, I ask for another update, well I never received one before but you know what i mean, Mr. Chris told me that he wants to talk to me and give me a refresh on my credit score, and discuss next steps, told him great I'm available anytime to just give me a call. Never heard from him again. In summary, did they help my credit score? No. Did they remove anything from my credit report? Yes, 2 things that were $50 each additional cost, so total price : $1,300. Before they take your money Mr. Chris is so talkative and transparent and communicative , after though? No a single word, no communication, out of the work they did, hardly any, hardly any improvement was made but that's why they send a lot of documentation for you to sign so you don't later on try and get your money back for not being satisfied.

    Trilogy Financial Services - financialservices - Updated August 2026

    Loading...
    Loading...
    Loading...