History / Overview of Trilogy Financial Services

Trilogy Financial Services, Inc., a turnkey Financial Planning firm, was founded in 1999 by its President Jeff Motske, CFP® and Executive Vice President Kevin MacKintosh.

The company operates through a vast network of coast-to-coast offices, helping millions of Americans achieve financial independence.

Trilogy Financial Services Review

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Trilogy delivers services to its clients through comprehensive Wealth Management collaborating with experienced Tax Professionals and Attorneys.

Using this holistic approach, the company helps clients attain their financial goals, preserve their wealth and then distribute their wealth to future generations with the minimum of tax burden. 

Trilogy Financial Services Services

  • Annuities
  • Group Health
  • Individual Health
  • 401(k) & Retirement Planning
  • Long-Term Care Insurance
  • Life Insurance
  • Disability Income Insurance

Trilogy Financial Services Contact Information:

  • 19191 S Vermont Suite 400, Torrance, CA 90502
  • Phone: 310-756-0600 x7301
  • Email: [email protected]

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