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April 2024 by Bobbi M.
Trinity is the best! They really care about their customers. We've been with them for 10 years and have nothing but good things to say!
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January 2024 by Michelle E.
We've been working with Matt for several years as we've been preparing to sell our business assets and plan for retirement. He and his group have been helpful during this process and we look forward to a continued and rewarding partnership in the future.
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January 2023 by Carmen Christensen
Matt Green is everything that you want in a financial planner. He examines the big picture and helps you plan out the best options for you. We are grateful and thankful every day for Matt’s experience, knowledge, and integrity in finances!
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April 2022 by Stephanie M.
The staff at Trinity is friendly and very professional. I appreciate how Matt takes the time to answer my questions. I highly recommend this group!
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October 2021 by Gary Glendenning
Matt, TJ, Christen...all listen ... first. They act in our best interest. They do well when our portfolio does well. A good group to get involved with.
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May 2019 by Liz B.
Could not recommend this group ....lost money when they converted a recent purchase and their reply was we will take you out to a nice dinner!!!!! they push annuities because they make great profit on selling them at your expense annuities have horrible returns they are an insurance industry way to make more money .... find yourself a true fiduciary......
