Trinity Pension Consultants

Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance · 51 Employees
Phone Number: rplumberg@trinitypension.com
Email Address: rplumberg@trinitypension.com
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About
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Year Founded
2006
Social Media
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Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance, Consultants
HQ Location
202 Montrose West Ave Suite 310 Akron, Ohio 44321, US
Keywords
Cash Balance PlansRetirement Plan DesigActuarial TeamProspecting and Point of Sale401kThird Party AdministratorRetirement PlCPAFinancial Advisor TrainingTax Strategy
Location
2
  • 202 Montrose West Ave Suite 310 Akron, Ohio 44321, US
  • 425 Metro Pl N Dublin, Ohio 43017, US

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