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San Diego / California / United States
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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. With over 20,000 clients, Trilogy Financial has the experience and tools to help you advance your tomorrow. At Trilogy Financial, our goal is to improve the financial decision-making process of our clients. This requires us to manage the intersection between our clients’ intentions and their financial actions. At the end of the day, this work is not about us, it’s not about Trilogy Financial. Our work, our mission and vision, is about our ability to support and empower the success of our clients.
San Diego / California / United States
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Emerald Publications is a complete financial marketing resource. The company offers a complete range of seminar selling systems that include a number of comprehensive systems and a wide range of topic-specific seminar selling systems. It also features a full set of award-winning newsletters, financial services Web sites, direct mail and fulfillment services. The company is a subsidiary of Fiserv, which is one the leading providers of information management solutions for the financial industry. The company offers products arranged in five functional areas that include account and transaction processing systems, electronic commerce transactions systems, item/back-office systems, operations support and management information systems. Emerald Publications is located in San Diego.
San Diego / California / United States
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Hood Financial, LLC is a family owned, independent, fee-based financial services firm serving the greater San Diego area and beyond. We specialize in offering a comprehensive suite of retirement planning services, with the goal of helping clients enjoy a worry-free retirement. We work with a wide range of clients, including individuals, families, retirees, those preparing for retirement, and women who are single due to a death or divorce. Benefits we can help you enjoy include: Safely increase and create guaranteed income Protect assets Reduce estate and income taxes Simplify finances Plan for catastrophic health care expenses Create a meaningful legacy to leave to family and loved ones.