Trinity Financial Planning Email Formats
Financial Services • 
Middleton, Wisconsin, United States • 1-10 Employees
Trinity Financial Planning Email Formats
Trinity Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@trinfin.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trinfin.com | 100% |
Key Contact at Trinity Financial Planning
Alison Scherer
Director Of Operations
Company overview
| Headquarters | 6405 Century Ave #104, Middleton, WI 53562, US |
| Phone number | +16089994049 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Estate Planning, Retirement Planning, Wealth Management, Tax Planning, Goal Setting, Insurance Review, Fee Only Financial Planning |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
About Trinity Financial Planning
Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Trinity Financial Planning has never raised funding before.
United Kingdom
Canada
Germany
ItalyFrequently asked questions
4.8
40,000 users
