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Trinity Legacy Partners, LLC

7 employees

Trinity Legacy Partners is a pioneering platform that helps in preserving and extending the legacy of clients over the near term.

Basic info

investment management

Retirement Planning

Fiduciary

ChFC

CIMA

Dynamic Wealth Management

Fee Simple Investing

CFP

Risk Management

Impact Investing

Financial Consulting

Estate Planning

Education Planning

Consulting

Asset Management

Financial Planning

Portfolio Construction

Capital Preservation

2011