This Business Is Not BBB Accredited

Trilogy Financial Services

Trilogy Financial Services

(650) 350-1750

Trilogy Financial Services

18 years in business
1400 Fashion Island Blvd Ste 1000
San Mateo, CA 94404-2067
Additional Phone Numbers
  • (714) 843-9977
  • (626) 918-5670
Additional Email Addresses
BBB File Opened: 07/16/2012
Business Started: 03/04/1999
Business Started Locally: 03/04/1999
Business Incorporated: 03/04/1999 in CA
Type of Entity
Business Management
  • Ms. June Adams, VP of Administration
  • Ms. Hortensia Lopez, Billing Manager
  • Mr. Jeff Motske, President
Business Category
  • Financial Planning Consultants
Service Area
This business service area covers: National
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.
Number of Employees: 



This company offers financial planning, estate planning, tax services, and invesment consulting services.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
Complaints against this business are handled by another BBB.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Trilogy Financial Services