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CONNECT WITH A TRILOGY ADVISOR

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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

scottsdale   BRANCH OFFICE
16427 North Scottsdale Rd., Suite 420, Scottsdale, AZ 85254
As one of our earliest offices, Trilogy is proud to call "the birthplace of California" home for nearly 20 years. With a diverse staff who specialize in helping Huntington Beach balance their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(602) 333-1995

MEET THE SCOTTSDALE ADVISORS

Gonzalo de Leon Plata
Managing Vice President
"Simply put, Gonzalo de León Plata is here to serve people. When he is not helping clients with their retirement goals, college-fund plans..."
(602) 333-1995 x5609

Ruth Hernandez
Wealth Advisor
"As a Wealth Advisor, Ruth is devoted to treating her clients like family the moment they walk in the door. Intrigued by the unique qualities of each person..."
(602) 333-1995 x4123

 

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