Erika J.
12/3/2019
As a young working professional, I had my worries about meeting with a financial advisor due to the stereotypes I've heard about the industry. (I'm a couple years out of college, still paying of...
Trilogy Financial Services
Closed
(11)
12526 High Bluff Dr Ste 150
San Diego, CA 92130
Trilogy’s mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs.
Your story is going places, and we can help you get there.
Also at this address
Reviews
3.511 reviews
Ashley C.
8/6/2025
STAY FAR AWAY!!! I would never ever recommend this company, even to my worst enemy. I contributed $45,000 to an account with them when I didn't know anything about investing. Once it had been over...
Dean B.
8/22/2023
As a senior citizen, I entrusted Windus to keep my investment safe with low risk. Yet while everyone else on the planet was making money, I lost money. After maybe 5 or 6 years, my original...
Hannah S.
10/14/2019
The manager called me after I sent him an email to explain that the investor was out of town and didn't put a vacation responder on but acknowledged that not emailing back for 5 days was not...
Melissa R.
10/22/2019
My husband and I have been working with Windus for YEARS! Financially, she has navigated us through some great times and some really tough times. Knowing that I have her to hold me accountable...
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