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Services

Wealth Management

Financial Planning

Retirement Plans

Business Succession

Estate Planning

Veterinarian

Veterinarian Home

Personal Financial Planning

Practice Financial Analysis

Succession Planning

Transaction Advisory

401(k) & Retirement Plans

Veterinary Practice Compensation Benchmarking

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

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Address

121 Countryside Ct. Suite 140

Southlake, TX 76092

Contact Us

Phone: (817) 416-5970

Email: info@trinityportfolio.com

Office Hours:

Mon - Thu 8:30am to 5pm CST

Friday 8:30am to 3pm CST

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Our Services

Wealth Management

Financial Planning

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Business Succession

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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