BBB Accredited Business Profile

Trilogy Financial Services Inc

Trilogy Financial Services Inc

(714) 843-9977

Trilogy Financial Services Inc

18 years in business
Headquarters
17011 Beach Blvd #800
Huntington Beach, CA 92647
Additional Phone Numbers
  • (951) 738-1100
  • (818) 444-7880
  • (626) 918-5670
  • (877) 874-5649
  • (310) 756-0600
  • (949) 221-8105
Business Started: 03/04/1999
Business Incorporated: 03/04/1999 in CA
Type of Entity
Corporation
Business Management
  • Ms. June Adams
  • Mr. Kevin Mackintosh, Executive Vice President
  • Mr. Jeff R Motske, President
Contact Information
  • Principal: Ms. June Adams
  • Principal: Mr. Kevin Mackintosh, Executive Vice President
  • Principal: Mr. Jeff R Motske, President
Business Category
  • Financial Planning Consultants
  • Financial Services
  • Estate Planning & Management

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: 
21

A+

Overview

This company offers financial planning services.

BBB Reason for Ratings

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


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 three years 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 Inc

Trilogy Financial Services Inc

BBB ACCREDITED SINCE 10/10/2002

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3
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