TRINITY FAMILY WEALTH ADVISORS
12 Reviews
- Thursday8 am–4 pm
- Friday8 am–4 pm
- SaturdayClosed
- SundayClosed
- Monday8 am–4 pm
- Tuesday8 am–4 pm
- Wednesday8 am–4 pm
About the Business
Trinity Family Wealth: Wealth Beyond Money | Your Family Wealth Advisors | Trinity Family Wealth Advisors uses a holistic planning process to help high net worth families get clarity and control over their wealth.
Contacts
Website
Call Us
+17057422777
420 George St N Suite 311, Peterborough, ON K9H 3R5
Hours
- Thursday8 am–4 pm
- Friday8 am–4 pm
- SaturdayClosed
- SundayClosed
- Monday8 am–4 pm
- Tuesday8 am–4 pm
- Wednesday8 am–4 pm
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Ben Epps
03.10.2023
TRINITY FAMILY WEALTH ADVISORS
We so appreciate Tim’s knowledge, friendly, personal and godly approach. We also have the benefit of his competent team. We feel our hard earned retirement funds are in very capable hands.
Henna Rintala
10.09.2023
TRINITY FAMILY WEALTH ADVISORS
Tim Jenkins and his team have been amazing to work with. They are very knowledgeable, professional and friendly. As an advisor, Tim doesn't just look at our investments, he is interested in our personal situation as a whole. As a result, his recommended strategies are helping us achieve overall success and peace of mind. Thank you.
Jeff & Phyllis McGee
30.08.2023
TRINITY FAMILY WEALTH ADVISORS
Tim at Trinity Family Wealth Advisors has worked with us for more than 25 years and we have always valued his advice and integrity.
John Halbert
31.07.2023
TRINITY FAMILY WEALTH ADVISORS
Tim and team have been excellent to work with! They have tailored our financial plan to our specific circumstances and taken a keen personal interest in our future welfare that goes beyond the excellent investment planning services they provide. Returns have been great but the extra dimension of a more holistic, values based partnership separates Trinity from the pack in our opinion.
Kathy Brooker
23.07.2023
TRINITY FAMILY WEALTH ADVISORS
I'm so glad I went with Trinity Family Wealth. It's been just over a year now and I'm so pleased with the results. Tim and his team are so knowledgeable. They come up with a very individualized plans that meet your current and changing needs. They brings the Christian perspective into planning your finances. I love that! Thanks so much Tim and your team. (It's been almost two years now and I'm still so pleased with Trinity Family Wealth.)
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420 George St N Suite 311, Peterborough, ON K9H 3R5
TRINITY FAMILY WEALTH ADVISORS