BBB Accredited Business since
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Trinity Financial Advisors is a financial planning firm which offers financial advice and management for individuals and businesses. This company serves downtown Chicago and surrounding areas, including Arlington Heights, Des Plaines, Park Ridge, Evanston, Skokie, Niles, Berwyn, Cicero, Stickney, Riverside, North Riverside, La Grange, Forest Park, Oak Park, River Grove, Stickney, Lyons, Melrose Park, Franklin Park, Schiller Park, Northlake, Stone Park, Summit, Countryside, Evergreen Park, Merrionette Park, Burbank, and Bridgeview. Services available from this company include financial planning, financial strategizing, retirement planning, and investment planning.
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A BBB Accredited Business since
BBB has determined that Trinity Financial Advisors, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Trinity Financial Advisors, LLC include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. John Wimbiscus, Owner Ms. Julie Pokorny, Office Manager
Number of Employees
Financial Planning Consultants Investment Advisory Service Investment Advice (NAICS: 523930)