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Trinity Portfolio Advisors

Home
Services
Wealth Management
Financial Planning
Retirement Plans
Business Succession
Estate Planning
Make a Payment
Veterinarian
Veterinarian Home
Personal Financial Planning
Practice Financial Analysis
Succession Planning
Transaction Advisory
401(k) & Retirement Plans
Veterinary Practice Compensation Benchmarking
Contact Us
Schedule Call
Philanthropy
Advisors
Updates
Contact
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Updates

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March 26, 2020
News

Portfolio Update

Spark
March 26, 2020
News

This is an unprecedented time in history, and we hope all of you are safe and healthy. Our offices are functioning well. However, our facili...

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121 Countryside Ct. Suite 140

Southlake, TX 76092

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Phone: (817) 416-5970

Email: info@trinityportfolio.com

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Monday - Thursday 8:30am to 5pm CST

Friday 8:30am to 3pm CST

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Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor. Trinity Portfolio Advisors, LLC is not registered with the Texas State Board of Public Accountancy to practice Public Accountancy in Texas. Investment products involve investment risk, including possible loss of principal amount invested. Investment return and principal value will fluctuate so that the investment, when redeemed, may be worth more or less than the original amount. ©2024