Welcome! We appreciate your visit & interest in us.

At Trinity Financial Partners, we are dedicated to serving businesses and high-net worth families.  We seek to help them achieve their financial goals.  Our team of highly specialized professionals is here to provide clients with advisory services and tools to design and implement tax efficient strategies to help grow and preserve their assets. 

As a member of the Partners Financial Group, an independent national financial services company, we have access to sophisticated resources that are used to help meet client goals & objectives.  Our registered representatives are registered to conduct securities business through NFP Securities, Inc. or Financial Network Investment Corporation.  We have preferred relationships with a variety of top rated asset allocation firms and insurance carriers to insure clients against risk.  With these resources in place we are confident that we can facilitate the complex corporate and personal financial decisions our clients face each day.
 
We at Trinity Financial Partners care about our clients and take the time to get to know & service them.

 

GLENSIDE OFFICE
119 S. Easton Rd.
P.O. Box 489
Glenside, PA 19038

Ph: 215.887.4750

Fax: 215.887.475

ONTARIO OFFICE
701 N. Haven Ave.  #280
Ontario, CA  91764
Ph: 909.481.4000
Fax: 909.481.4001

WAYNE OFFICE
137 Pennsylvania Ave.
Wayne, PA 19087
Ph: 610.687.8040
Fax: 610.687.8041

LEHIGH VALLEY

OFFICE
1101 Brookside Rd #302
Allentown, PA 18106
Ph: 610.687.8040
Fax: 610.687.8041
 

EMAIL US AT: trinityfp@trinityfp.com

 

 

            

 

 

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

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It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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