Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner
Trinity Financial Services
Campbell, California
Phone(408) 871-0202
Websitetrinityfinancialsvcs.com/
Description
Trinity Financial Services is a trusted finance and financial advising firm serving Campbell, CA, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, they offer comprehensive investment services tailored to meet diverse client needs. Their extensive range of services includes various retirement planning options such as Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA accounts, along with expert 401(k) planning and 403(b) planning guidance. Trinity Financial Services specializes in investment vehicles including bonds, common stock, treasury bills, treasury notes, and government securities, as well as brokerage accounts and variable annuities.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 08:00pm |
| Wednesday | 08:00am – 08:00pm |
| Thursday | 08:00am – 08:00pm |
| Friday | 08:00am – 04:00pm |
| Saturday | 08:00am – 05:00pm |