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 meet your specific needs, goals, and budget.
Dedicated To Client Education
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 secure your future.
Wide Range of Services
Trinity FAIS offers insurance products, retirement strategies, higher education funds, estate planning strategies, and more. View our services offered.
Trinity Financial & Insurance Solutions offers products backed by financial institutions with solid reputations and credit ratings. Working with a licensed financial planner with over 20 years of experience can also bring added peace of mind.
Louie Berrodin offers financial planning and investment advisory services through Pruco Securities, LLC(Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. 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. Please consult with your own advisors regarding your particular situation.
Licensed and registered to do business in the following: Securities, Life Insurance, Property & Casualty, Mutual Funds, Fixed Annuities and Variable Annuities in Ohio.