Adam and his team at Trinity Wealth Management are fantastic. Your money is is safe here, Adam's…read moreknowledge of the financial markets and investment portfolios is second to none. His system is easy to follow and you genuinely feel Adam is invested in your financial well being. Highly recommend!

From the owner: We are a client focused independent financial services firm with a focus on tax diversification…read morestrategies, individual financial planning and retirement plan management. We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals. Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed. We have no proprietary products and no 'cookie cutter' solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm. Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

The best in the business, Maggard Wealth Management is a Very thorough and professional. It was a…read moregreat experience. All my questions and concerns were handled swift and with knowledge.

Very impressed during a hosted retirement dinner so I booked the free consultation! Brett is very…read moreknowledgeable and help me with my retirement planning! Wonderful experience!

Just came from this branch and Jeremy Gustafson was awesome. he was very helpful. he answered all…read moremy questions. he took the time to work with me. we need more people in the world like him

I was ready to drop BOA after the crappy service I'd received out of state. Then I came here,…read moreoutstanding customer service from all staff. Changed my mind about BOA, think I'll stick around.

zero stars if that was a option Charles Chuck Potthast scammed us into a house that is being…read moreforeclosed after he assured us that he had paid the mortgage and the house was not in foreclosure come to find out it 100 percent is im foreclosure and he doesn't answer phone calls nor emails or text messages will be talking to investors will call governors office and report rental fraud to the fbi

Very unprofessional. The fat guy was arrogant. Would never rent one of their homes.read more

Doris Muller has been my financial advisor for a couple of years. I feel very comfortable with our…read morerelationship, as she has guided me through these uncertain times. She keeps me informed and up to date with my investments. I would highly recommend her.

Doris is the ultimate professional with over 25 years of experience in the business. She has…read moreflexible office hours to accommodate working schedules, which is a big plus. I look forward to having her be my coach as we plan my financial plans for the future. Doris is not jut my financial advisor, she is my friend. And we both love animals!

While doing business at PNC bank we received horrible customer service from the bank branch in…read moreWesley Chapel. What should of been a 5 min fix with closing a account is still unresolved and told that no one at the bank branch level can help resolve it. Pretty much blown off for the most part. Have been doing business with PNC for years but it seems like they are more interested in collecting fees and charging you for services, that should be no charge for administrative issues. This is the second time they were more then happy to make us pay for stuff that would be covered in other business, either by a manager or customer retention group. I don't think I will be using PNC anytime in the future.

I set up a business account here in November -- I wanted to build a interaction with them to see if…read moreI liked it. I do really like the bank and the service that I have received there. The banker whom I've spoken with has been great so far. They have a very good system going -- one day I had to bring a copy of a document in and the banker I'd been dealing with wasn't available. A woman saw me sitting and intercepted to make sure I didn't need to wait long. My only con is that there aren't enough locations or PNC ATMs around town.

Mr. Allison answered all my questions. Basil Allison is very knowledgeable and does research and…read morelet you know what's available and you decide what you would like he prepares a well diversified for portfolio for you and does follow up. You would be very happy investing with them. I am so pleased that I am with him that I'm writing this review because I wish that everyone would get the personalized service that I get with Raymond James and Basil Allison and when you go online, it's a very simple procedure.

Basil Allison has been handling my wealth for 20 years and my business as well. My investments have…read moresky rocketed , over 600% and the trust advise and business plans are second to none, Basil set me up with a defined benefit plan has saved me hundred of thousands of tax dollars. Anyone wanting a good financial and to make money call Basil 352596-1530