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Business Profile

Financial Planning Consultants

Trilogy Wealth Advisors
BBB Accredited BusinessA+Rated by BBB
Visit Website(419) 636-4001Write a Review

About

Overview

Trilogy Wealth Advisors

516 E High St

Bryan, OH 43506-1819

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Trilogy Wealth Advisors has 2 locations, listed below.

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    BBB Accreditation & Rating

    Trilogy Wealth Advisors is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Trilogy Wealth Advisors provides financial planning and investment advisory services, including retirement planning and wealth management. The company assists clients with a team-based approach using Certified Financial Planner professionals to guide through an interactive planning process.

    BBB Accredited Since: 7/14/2010

    Years in Business: 26

    Products and Services

    Financial Planning, Investment Advisory, Retirement Planning, Wealth Management

    Business Details

    Local BBB:
    BBB, NW Ohio/SE Michigan
    BBB File Opened:
    12/21/2004
    Business Started:
    1/1/2000
    Type of Entity:
    Corporation
    Alternate Names:
    HPH Financial
    Business Management:
    Mr. Steve Hess, Managing Partner
    Jill R. Powers, Managing Partner
    Number of Employees:
    9

    Additional Contact Information

    Principal Contacts
    Mr. Steve Hess, Managing Partner
    Customer Contacts
    Mr. Steve Hess, Managing Partner
    Mr. Tom Hofbauer, Managing Partner
    Jill R. Powers, Managing Partner
    Mr. Adam Smith, Certified financial Planner
    Mr. Steve Fireovid, Financial Advisor
    Fax numbers
    Primary Fax: (419) 636-8431
    Additional Phone Numbers
    Other Phone: (260) 319-4969
    Social Media

    Licensing information

    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.

    Additional Information

    Business Categories
    Financial Planning Consultants, Insurance Companies, Financial Services, Insurance Services Office, Life Insurance, Insurance Agency, Investment Advisory Services, Insurance Agent, Accident Insurance, Long Term Care Insurance, Annuities, Wealth Management

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.