Trinity Financial Group is a financial planner located in Omaha, Nebraska, specializing in personalized financial planning services tailored to the needs of individuals and families. Situated in the 68154 area, this firm offers comprehensive guidance on investment strategies, retirement planning, and wealth management. The team focuses on creating customized financial solutions that align with clients’ long-term goals and changing circumstances.
Serving the Omaha community, Trinity Financial Group assists clients in navigating complex financial decisions with a methodical approach. Their expertise extends to tax planning, estate considerations, and risk management, providing a holistic perspective on personal finance. The firm emphasizes clear communication and detailed analysis to help clients make informed choices about their financial futures.
Clients can access support through in-person consultations at their office on California Street or via phone at 877-331-1217. Trinity Financial Group’s approach integrates current market insights and regulatory considerations, ensuring strategies remain relevant and adaptable. By maintaining a focus on individual priorities, the firm contributes to financial stability and growth within the local community.
With a commitment to understanding each client’s unique financial situation, Trinity Financial Group aims to foster long-term relationships built on trust and professionalism. Their services are designed to accommodate a broad range of financial objectives, from wealth accumulation to preservation and distribution. As a resource in Omaha, the firm plays a role in supporting financial literacy and responsible planning practices.


































