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Trinity Financial Planning

  • Financial Advisors
6405 Century Avenue, Suite 104
Middleton, WI 53562
(608) 829-1010
(608) 665-1728 (fax)
  • About

    Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance.