Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.
View Top Employees from Trinity Financial Planning, LLC| Website | http://www.trinfin.com |
| Revenue | $1 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2001 |
| Address | 6405 Century Ave # 104, Middleton, Wisconsin 53562, US |
| Phone | (608) 829-1010 |
| Technologies |
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| Industry | Financial Services, Finance General, Fee Only Financial Planning, Finance, Retirement Planning, Tax Advice, Investments |
| Competitors | Creative Capital Management Investments LLC (CCMI), Etzler Financial Advisors, HawsGoodwin Wealth, Townsend Asset Management Corp., Wealth Solutions, RIA |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Trinity Financial Planning, LLC Questions
The Trinity Financial Planning, LLC annual revenue was $1 million in 2024.
Paul Crandall is the President of Trinity Financial Planning, LLC.
5 people are employed at Trinity Financial Planning, LLC.
Trinity Financial Planning, LLC is based in Middleton, Wisconsin.
The NAICS codes for Trinity Financial Planning, LLC are [523, 52393, 52, 5239].
The SIC codes for Trinity Financial Planning, LLC are [62, 628].
Top Trinity Financial Planning, LLC Employees
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Paul Crandall
Financial Planner at Trinity Financial Planning, LLC
Atlantic Beach, Florida, United States15+
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