Trilogy Financial Services High Bluff Dr, San Diego

Trilogy Financial Services Reviews

• H

  Hannah Santos
  1

  I would not recommend this firm. I found them through Dave Ramsey's SmartVestor pro referral service because I needed help rolling over pension contributions to an IRA while in Baby Step 2. They had one of their least experienced investors, Daniel Javier, contact me, I found him on LinkedIn and he has only been out of college for a year. He is not the SmartVestor who was recommended by Dave. After contacting me by phone and email, I finally set up an appointment with him to see if he'd be a good fit. He set a time, then asked me to send over my financial statements, then he stopped replying. I understand I don't have a ton of money in the account since I only contributed for 3 years (I've only been out of college for 3 years), but to stop responding is completely unprofessional and SmartVestor pros are not supposed to have minimums. I linked up with another SmartVestor at a different firm who happily met up with my husband and me in person, looked over my statements and decided to work with us because he has foresight and can see we have a great income that will be fruitful once we start investing steadily into retirement and our son's college accounts Baby Step 4, 5 and 6. I will be contacting Dave Ramsey's team to let them know they have a bad apple in the bunch.

• S

  Solana Beach Chamber of Commerce
  5

  The Solana Beach Chamber of Commerce is proud to have Trilogy Financial Services as a member and appreciate all they do for the community!

• M

  Mary Stovall
  5

  Down to earth and thorough financial planning. Also gave me other great recommendations for professional services.