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
901 Via Piemonte, Suite 150
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
1011 Brookside Rd #302
Allentown, PA 18106
Ph: 610.336.0220
Fax: 610.687.8041

 

EMAIL US AT: trinityfp@trinityfp.com      

 

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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