Trinity Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC
1130 Iron Point Road
Suite 150
Folsom
CA
95630
Phone
(916) 351-0000
(916) 983-5008 fax
About My Practice
As a neutral financial professional, I help clients understand the financial and tax aspects of splitting assets and income during divorce. Please call for a 30 minute complimentary initial consultation.
CA Insurance #0B18900
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.