About Us

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Trinity Financial Group, LLC is a local, veteran owned, fully licensed insurance agency and tax and accounting firm that wants to become the only stop you need in order to fully and professionally manage your financial life. Once you enter our ecosystem through the insurance channels, you have access to all of the services that we offer.  We bring every client in through the insurance channels because we believe that ensuring you, and all of your stuff, is properly protected at the best pricing possible, is foundational to building a sound financial house.