Trilogy Financial Services

www.trilogyfs.com
Profile Unclaimed

Trilogy Financial Services Reviews

4 Reviews
4.0
4 Reviews

Recommend to a friend
Approve of CEO
Trilogy Financial Services CEO, Founder and Owner Jeff Motske
Jeff Motske
4 Ratings

4 Employee Reviews Back to all Reviews

Sort: Popular Rating Date
  1.  

    Solid Company to work for

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee in Huntington Beach, CA
    Current Employee - Anonymous Employee in Huntington Beach, CA

    I have been working at Trilogy Financial Services full-time (more than a year)

    Pros

    Trilogy stands behind what they say. Family value is a big part of the culture here. Most of the people are very nice. I really enjoy my department and really don't mind coming to work every day. I like that you can work and no one is looking over your shoulder every minute. I have advance quickly and see more movement in my future. As long as you are willing to work hard everyday. Then you will be successful because hard work really does pay off. They also have a fantastic reward system where you can win tickets to sporting events or concerts. Its very nice

    Cons

    Very low starting wages, and no matter how hard I try and get over it. I really feel it is wrong to make your employees use their PTO time for holidays, is just unheard of. At first when you walk around it seems like everyone is in a bad mood and not talking then you realize they are all just a bunch of extremely hard working individuals.

    Advice to ManagementAdvice

    In order to have a well balanced office, I really think we need jeans day every Friday due to how hard WE are working. It would be nice to earn this based on our hard work. The reps have enough spoils all their own. We work very hard every day and deserve a reward of our own as well.

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    Good company to work for!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee in Huntington Beach, CA
    Current Employee - Anonymous Employee in Huntington Beach, CA

    I have been working at Trilogy Financial Services full-time (less than a year)

    Pros

    Great work environment. Everyone (and I mean everyone) is friendly and they make you feel like you have a voice and you matter. My department is very team oriented and we all get along great. No pettiness or gossip.

    Cons

    Pay is low and they don't match their 401k, but than again who does? Overall benefits could be better for the employees who are not Financial Advisors.

    Advice to ManagementAdvice

    Wage increase please jk... Keep up the good work. I really like it here.

    Recommends
    Positive Outlook
    Approves of CEO
  3.  

    Great company to work for!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee in Huntington Beach, CA
    Former Employee - Anonymous Employee in Huntington Beach, CA

    I worked at Trilogy Financial Services full-time (less than a year)

    Pros

    Great benefits, opportunities to grow.
    Everyone is very pleasant and wants to get to know one another.

    Cons

    None. Senior management is pretty good and they spend time developing employees.

    Recommends
    Positive Outlook
    Approves of CEO
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5.  

    Room for growth

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Trilogy Financial Services

    Pros

    I was given the opportunity to learn and develop skills that enabled me to grow in this industry. The only limits I have are those I set for myself.

    Cons

    Team building would be more powerful if a casual and family oriented company event took place semi annually.

    Advice to ManagementAdvice

    Open door policy is great, but keep in mind that noise does travel and some conversations may be best if kept private.

Trilogy Financial Services Photos

Work at Trilogy Financial Services? Share Your Experiences

Trilogy Financial Services

 
Click to Rate
or

Your response will be removed from the review – this cannot be undone.