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Trinity Pension Consultants

Trinity Pension Consultants Revenue

Financial ServicesFlag of US202 Montrose West Ave, Suite 310, United States51-100 Employees

$

Trinity Pension Consultants revenue & valuation

Annual revenue$6,200,000
Revenue per employee$97,000
Estimated valuation?$19,900,000
Total fundingNo funding

Key Contacts at Trinity Pension Consultants

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Anthony Parisi

Partner - Head Of Sales

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Anthony Warren

Ceo

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Beth Cecconi

Director Of Defined Benefit Services

Company overview

Headquarters202 Montrose West Ave, Suite 310, Akron, Ohio 44321, US
Phone number+18772066290
Website
NAICS52
SIC637
Keywords
CPA, 401K, Small Business, Retirement Plan, Tax Strategy, Third Party Administrator, Retirement Plan Design, Cash Balance Plans, Financial Advisor Training, Qualified Retirement Plan, Plan Sponsor, Actuarial Team, Secure Act, Prospecting And Point Of Sale, 3.16 Services
Founded2006
Employees51-100
Socials

Trinity Pension Consultants Email Formats

Trinity Pension Consultants uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@trinitypension.com), used 51.2% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@trinitypension.com
51.2%
{first initial}{last name}
jdoe@trinitypension.com
39%
{last name}{last name}
doedoe@trinitypension.com
9.8%

About Trinity Pension Consultants

Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Manager
Entry
Vice President

Employees by Department

Trinity Pension Consultants has 40 employees across 8 departments.

Departments

Number of employees

Funding Data

Trinity Pension Consultants has never raised funding before.

Trinity Pension Consultants Tech Stack

Discover the technologies and tools that power Trinity Pension Consultants's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Umbraco

Umbraco

CMS

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Windows Server

Windows Server

Operating systems

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

IIS

IIS

Web servers

Bootstrap

Bootstrap

UI frameworks

Microsoft ASP.NET

Microsoft ASP.NET

Web frameworks

Google Maps

Google Maps

Maps

Frequently asked questions

Trinity Pension Consultants is located in 202 Montrose West Ave, Suite 310, US.
You can reach Trinity Pension Consultants at +18772066290.
Trinity Pension Consultants generates an estimated annual revenue of $6,200,000. This revenue figure reflects the company's market position and business performance in its industry.
Trinity Pension Consultants has an estimated valuation of $19,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Trinity Pension Consultants was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.
Trinity Pension Consultants has approximately 51-100 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

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