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
3477 Corporate Parkway, Suite 155
Center Valley, PA 18034
Ph: 610.336.0220
Fax: 610.687.8041

 

 

EMAIL US AT: trinityfp@trinityfp.com     

 

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

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

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

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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