It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint Wealth we take pride in working closely with our clients to help them achieve their financial goals. We serve both families and individuals on investment management, financial planning, estate and wealth transfer strategies and legacy building/charitable giving, as well as institutional consulting. We also work with small business owners and their employees to develop and manage their retirement plans. As fiduciaries, we are legally bound to always do what’s in the best interests of our clients. Our independent investment advisory firm is founded by partners who have more than 100 years of combined financial experience and we will work tirelessly on our client’s behalf providing value-added services, highly personalized attention, and solutions customized for their unique objectives.
“This award is very special to not just our firm, but to me personally. It is a reminder of our core principles, the principles instilled in me growing up in this great community. Honesty, integrity, and service that is what our firm to represents and that is what this award affirms.” Jim Betzig CEO
TrinityPoint Wealth has offices in Milford Connecticut and Charlotte, North Carolina. For more information, please visit our website at www.TrinityPointWealth.com or call us at 203-693-8525 or email Info@TrinityPointWealth.com.
Disclosure:
The Milford Regional Chamber of Commerce present the 2023 Best of Milford Awards. Over the course of the last four months, Milford residents nominated favorite businesses in dozens of categories. During the two weeks of voting that followed, area businesses encouraged their patrons to vote for them and thousands cast their selections for local favorites. The Best of Milford recognition should not be construed by a client or a prospective client as a guarantee that he/she will experience a certain level of results if TrinityPoint Wealth or any of its Investment Advisor Representatives are engaged; nor should it be construed as a current or past endorsement of TrinityPoint Wealth by any of its clients. Investment performance is not a criterion for the recognition and the recognition is not indicative of TrinityPoint Wealth’s future performance. TrinityPoint Wealth did not pay a fee for this recognition. The inclusion of an award on the Best of Milford list should not be construed as an endorsement. The award does not evaluate the quality of service provided by the Firm or its Registered Investment Advisors. Working with a Best of Milford award winner or any Investment Advisor Representative is no guarantee as to future investment success. TrinityPoint Wealth is not affiliated with the Milford Regional Chamber of Commerce.