Prospeo
Hero Section BackgroundHero Section Background
Tricord Wealth Advisors

Tricord Wealth Advisors Email Formats

Financial ServicesFlag of USUpper Arlington, Ohio, United States1-10 Employees

Key Contact at Tricord Wealth Advisors

Flag of US

Joseph Finneran

President

Company overview

Headquarters5000 Arlington Centre Blvd, Columbus, OH 43220, US
Phone number+16144361658
Website
NAICS52
SIC628
Keywords
Investment Planning, Insurance Planning, Business Planning, Financial Planning, Estate Planning, Legacy Planning
Founded1988
Employees1-10
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

Vice President

Funding Data

Tricord Wealth Advisors has never raised funding before.

Frequently asked questions

Tricord Wealth Advisors is located in Upper Arlington, Ohio, US.
You can reach Tricord Wealth Advisors at +16144361658.
Tricord Wealth Advisors was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.
Tricord Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles