JR Romano elevated to partner at TrinityPoint Wealth
FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...
JR Romano elevated to partner at TrinityPoint Wealth
TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row
Eric Passeri Talks Inflation on the Chaz & AJ Show
Congratulations To Our Five Star Women In Wealth Award Winners
Congratulations to Michele Martin, CFP®
TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA Ranking
Jim Betzig, CIMA® named a 2021 Forbes “Best-In-State” Wealth Advisor
CEO of TrinityPoint Wealth, Jim Betzig, CIMA®, featured in PLANADVISER Magazine’s Advisers Giving Ba