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Trinity Financial Advisors
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Trinity Financial Advisors
Our Approach
About Us
Our Story
Meet the Team
Community Involvement
Client Access
Schwab Account
Client Planning
Addepar Portal
Insights
Our Approach
Folder: About Us
Back
Our Story
Meet the Team
Community Involvement
Folder: Client Access
Back
Schwab Account
Client Planning
Addepar Portal
Insights
Clay Acer Earns CFP®
Geoffrey Biehn 5/27/20 Geoffrey Biehn 5/27/20

Clay Acer Earns CFP®

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The Quarter in Review | 1Q 2020
Geoffrey Biehn 5/5/20 Geoffrey Biehn 5/5/20

The Quarter in Review | 1Q 2020

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Columbus, Ohio 43214

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*Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. Trinity Financial Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Trinity Financial Advisors, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.