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Trinity Financial Group, Inc.

Smithtown, New York, United States

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General Info:

As an Independent Financial & Tax Advisor, Terence G. Hickey, MBA, MS, AIF, President/CEO of Trinity Financial Group, Inc., works with individuals, families and business owners to help them develop and implement strategic, long-term, financial plans that help them achieve their goals and objectives. Terence, your Personal CFO, has the ability to find practical solutions to a variety of complex cross-disciplinary problems by working closely with your Estate Attorney, CPA, and Trustee(s). Whether it is insurance planning, wealth accumulation and preservation, retirement or leaving a legacy; he will find solutions for every person, family or situation that will be customized and highly personalized. As an Accredited Investment Fiduciary and a member of the Investment Management Consultant Association; Terence follows a strict Code of Ethics in his practice.

Other Information:

Certifications: Certified Financial Planner

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