Welcome to Trinity Financial & Insurance Solutions, individually owned and operated by Louie Berrodin, celebrating over 20 years of serving others as a financial planner in Akron, Ohio. Trinity FAIS offers relationship-based service for high-net worth individuals, small business owners, families, single adults, and retirees looking to grow their wealth and protect their income and assets.
With Louie Berrodin, you'll receive an integrated level of support with products backed by solid financial institutions that offer the digital tools you need to access and manage your investments. Louie uses specialized strategies to help guide his clients through possible outcomes and risk with absolute transparency. If you have never worked with a financial planner before, perhaps you have some reservations.
Many people are uncomfortable sharing their financial status, fearing they don't earn enough money, haven't saved enough, or lack insurance and investment knowledge. No two financial journeys are alike but getting on the right path to financial wellness starts with you.
With Louie Berrodin, you'll receive an integrated level of support with products backed by solid financial institutions that offer the digital tools you need to access and manage your investments. Louie uses specialized strategies to help guide his clients through possible outcomes and risk with absolute transparency. If you have never worked with a financial planner before, perhaps you have some reservations.
Many people are uncomfortable sharing their financial status, fearing they don't earn enough money, haven't saved enough, or lack insurance and investment knowledge. No two financial journeys are alike but getting on the right path to financial wellness starts with you.
Services
Trinity Financial & Insurance Solutions was founded by financial planner Louie Berrodin in 2019.
Louie's passion for guiding others is reflected in the mission of Trinity Financial & Insurance Solutions: to serve clients with unwavering devotion and transparency, providing them with honest, financial advice and planning, to help them achieve financial goals that are aligned with their values and visions for the future.
The belief at Trinity Financial & Insurance Solutions is that relationships are built one experience, one promise, and one result at a time.
Louie's passion for guiding others is reflected in the mission of Trinity Financial & Insurance Solutions: to serve clients with unwavering devotion and transparency, providing them with honest, financial advice and planning, to help them achieve financial goals that are aligned with their values and visions for the future.
The belief at Trinity Financial & Insurance Solutions is that relationships are built one experience, one promise, and one result at a time.
Many of my clients have been working with me for over a decade.
They know every encounter with myself will consist of friendly conversation, honest answers, and ongoing nurturing of a valued relationship.
I will take the time to understand each client's unique situation without judgment or pressure.
Every strategy I create is customized to help meet your specific needs, goals, and budget.
I will explain insurance and investment options in an understandable way.
The more knowledgeable you are, the more confident you will be in making decisions that help secure your future.
They know every encounter with myself will consist of friendly conversation, honest answers, and ongoing nurturing of a valued relationship.
I will take the time to understand each client's unique situation without judgment or pressure.
Every strategy I create is customized to help meet your specific needs, goals, and budget.
I will explain insurance and investment options in an understandable way.
The more knowledgeable you are, the more confident you will be in making decisions that help secure your future.
Offering insurance and securities products and services as a aregistered representative of Pruco, and an agent of issuing insurance companies.
Trinity Financial & Insurance Solutions is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco.
Other products and services may be offered through a non-Prudential entity.
1-800-778-2255.
Availability of Long-term care, disability income, and health insurance varies by carrier and state.
Trinity Financial & Insurance Solutions and its representatives do not render tax or legal advice.
Trinity Financial & Insurance Solutions is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco.
Other products and services may be offered through a non-Prudential entity.
1-800-778-2255.
Availability of Long-term care, disability income, and health insurance varies by carrier and state.
Trinity Financial & Insurance Solutions and its representatives do not render tax or legal advice.
Committed to a higher sense of values, louie berrodin truly cares about his clients and puts their needs first.
Akron financial planner Louie Berrodin has been providing financial services for over 20 years to clients in Ohio and throughout the country.
Having worked at some of the industry's most respected financial companies, Louie amassed the skills necessary to help clients identify their definition of financial security and focus on solutions that help them reach their individual goals.
Before founding Trinity Financial & Insurance Solutions, Louie was a non-captive agent at First National Equity, 21st Century Financial, and Northwestern Mutual where he worked with major carriers such as Midland National Life and Penn Mutual.
Akron financial planner Louie Berrodin has been providing financial services for over 20 years to clients in Ohio and throughout the country.
Having worked at some of the industry's most respected financial companies, Louie amassed the skills necessary to help clients identify their definition of financial security and focus on solutions that help them reach their individual goals.
Before founding Trinity Financial & Insurance Solutions, Louie was a non-captive agent at First National Equity, 21st Century Financial, and Northwestern Mutual where he worked with major carriers such as Midland National Life and Penn Mutual.
At Trinity Financial & Insurance Solutions, everything we do is relationship-driven and needs-based.
We take the time to get to know clients and gain a real understanding of their situation, their passions, and any goals they are working towards.
We listen closely to what they have to say while educating them on specific strategies they can implement to help achieve financial success.
Clients rely on us for trusted service and solutions at every stage of their lives.
Typically clients prefer to meet in their homes, however, we will be happy to meet at one of our local offices.
We take the time to get to know clients and gain a real understanding of their situation, their passions, and any goals they are working towards.
We listen closely to what they have to say while educating them on specific strategies they can implement to help achieve financial success.
Clients rely on us for trusted service and solutions at every stage of their lives.
Typically clients prefer to meet in their homes, however, we will be happy to meet at one of our local offices.
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