David Trimble, JD

David Trimble, JD

Retirement Planning Specialist

Phone:
Ann Arbor (734) 213-2145; (800) 551-2423
Troy (248) 641-2725

E-mail:


Dave splits his time between the Ann Arbor and Troy offices.  As an active business professional in the community, he is dedicated to helping individuals, families and businesses build their financial futures.  Specialties include:  Individual Retirement Planning, Estate Planning, Employer Sponsored Group Benefits, Education Funding, Life Insurance Strategies and Long Term Care Planning Strategies. 

Dave lives in Rochester Hills, MI with his wife Aubrey and their two sons, Liam and Camden.

 

Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MainStreet Financial Services is not owned or operated by Equitable Advisors or its affiliates.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck