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.  His focus includes:  Individual Retirement Planning, Estate Planning strategies, 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.

 

Wharton University of Pennsylvania Aresty Institute of Executive EducationEquitable Advisors

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