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BBB Business Review

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BBB Accredited Business since

Trinity Financial Advisors, LLC

Phone: (312) 245-1300 Fax: (312) 245-9009 View Additional Phone Numbers 541 N Fairbanks Ct Ste 1060, Chicago, IL 60611

BBB Business Reviews may not be reproduced for sales or promotional purposes.


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.

BBB Accreditation

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

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Trinity Financial Advisors, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: May 25, 2012 Business started: 07/16/1999 Business started locally: 07/16/1999 Business incorporated 07/16/1999 in IL
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:

Securities & Exchange Commission
175 West Jackson Blvd., Chicago IL 60604
Phone Number: (312) 353-7390

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. John Wimbiscus, Owner Ms. Julie Pokorny, Office Manager
Contact Information
Principal: Mr. John Wimbiscus, Owner
Number of Employees


Business Category

Financial Planning Consultants Investment Advisory Service Investment Advice (NAICS: 523930)


BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.