


Tricord Wealth Advisors Email Formats
Financial Services • Upper Arlington, Ohio, United States • 1-10 Employees
Key Contact at Tricord Wealth Advisors
Joseph Finneran
President
Company overview
| Headquarters | 5000 Arlington Centre Blvd, Columbus, OH 43220, US |
| Phone number | +16144361658 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Insurance Planning, Business Planning, Financial Planning, Estate Planning, Legacy Planning |
| Founded | 1988 |
| Employees | 1-10 |
| Socials |
About Tricord Wealth Advisors
Threefold Strength If you have ever pulled on a tricord, you will know that it is hard to break. It is a true example of leverage—three individual forces when brought together create exponential momentum and a strength that's greater than that of three individual lines working separately. This force is both physical and spiritual. For this reason, for more than thirty years, the Tricord has represented the relationship model upon which we work: 1. It starts with the Client—their goals, their values and, most importantly, their purpose. 2. Next comes the Wealth Advisor—their expertise, their understanding, and most importantly, their integrity. 3. Completing the relationship are timeless Principles —when the client and advisor together follow them, wealth not only increases, it becomes a means to a greater end...not an end itself. The Tricord represents our dedication to helping our clients leverage their gifts to serve their purpose and achieve their goals. Indeed, this is our mission, and at Tricord Wealth Advisors we know that life itself—and every blessing it brings—is a gift.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Tricord Wealth Advisors has never raised funding before.
Frequently asked questions
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