Trinity Financial Services, Inc.

Trinity Financial Services, Inc. (CRD# 151051) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $56,000,000 in 204 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $274,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Trinity Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey R. Guella
CRD#: 4894507
43252 Woodward Ave., Ste. 110, Bloomfield Hills, MI 48302
96
Wealthminder
score

Jeffrey Guella (CRD# 4894507) is an Investment Advisor Representative working at Trinity Financial Services, Inc. in Bloomfield Hills, MI and has over 13 years of experience in the finance industry. Jeffrey Guella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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