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).
Total Assets Under Management56MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$274,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.