Testimonials

"After getting in touch with Trinity Wealth Partners, we were thrilled with the holistic approach, the focus on a forming a long-term relationship and willingness to invest in our future potential. What we have found is that Trinity truly does walk the talk in what they advertise and what they deliver. We received personalized advice that is not only improving our financial future, but is improving our current financial picture as well."

- Tarra Penney

 

"I was the holder of a life insurance policy that recently came to term.  Because the premium was about to nearly triple, I was not interested in continuing this coverage.  I spoke with Melissa Allan on the phone and indicated that to her.  She asked if I was interested in getting more information on further coverage if the premium was closer to what I had been paying.  Although I said yes and invited her to provide me with more information, my mind was made up, I was cancelling and moving on. Melissa’s presentation of the information and her measured, detailed response to my questions speaks well of her training, but her care and concern for the person behind the number speaks volumes for the warm, caring person she is on the inside. A couple of conversations later I re-signed and am now covered for another ten years.  I am pleased to be a client of Melissa’s."

- George MacLean

 

"After meeting Rick, we quickly realized Rick's expertise and informative guidance enabled us to make sound financial decisions. We would happily recommend Rick and the team at Trinity to others."

- Beth Charlton

 

 

"My wife and I have known Lorna for several years. She took over our affairs after we lost contact with our previous advisor. She quickly got to grips with our situation taking care to asses our needs and plans. Lorna is friendly and professional and we now consider her a friend as well as our advisor. We are more than happy to recommend her to any client."

- Andrew Imianowski