THE RESOURCES OF A LARGE AGENCY, WITH THE PERSONAL ATTENTION, HONESTY, AND INTEGRITY THAT EVERY CLIENT DESERVES.
Welcome to Trinity Financial & Insurance Solutions, individually owned and operated by Louie Berrodin, celebrating 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 all 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.
That’s perfectly normal. And it’s absolutely okay. There are lots of stresses in life but seeking help from a financial planner should not be one of them. In fact, talking with the right financial planner should ease your mind and leave you feeling hopeful and excited about your future.
What are your goals?
Find the way there.
Striving to bring you a wide array of services whatever season of life you are in.