Helping American families reach financial independence every day.
Mission Statement
Trilogy’s mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs. Our primary responsibility is to the TF staff, who, in turn work toward helping clients reach their financial goals.
In carrying out our day-to-day business, we:
Treat everyone with respect, integrity, and honesty.
Believe our clients come first. They are critical to our success and are our best source of new clients.
Build a strong corporate culture within a positive work environment.
Through a long-term commitment to these principles we will be known as a company that builds solid relationships with our staff and our clients, thus leading to continued financial success.
Advisory services provided by TrilogyCapital, Inc., a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC) a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representatives with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm on which company’s behalf services are being provided.
Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.
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