Trust Financial Services, Llc
Financial advisors and professionals choose Trust Financial Services as their lead insurance resource for our objective and unbiased approach. We help advisors complete their planning, honor their fiduciary role, and enhance their client experience. We look at insurance planning through an advisory lens. We are independent and have no obligations to any insurance carrier. We have access to the broad marketplace of insurance companies, so we are able to look at all possible options for your clients. Our due diligence, sound underwriting techniques, and benchmarking tools provide you and your clients with the most objective approach to insurance consulting.
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Verified contacts
19
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
145
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- LA
Linda A. Lusardi
Underwriting Manager · Finance & Accounting
EmailPhone - EP
Elizabeth Pringle
Case Manager · Customer/Client Service
EmailPhone - RK
Ryan Kappy
Insurance Coordinator Case Manager · Customer/Client Service
EmailPhone - MB
Michael Beckstein
Regional VP · General Business & Management
EmailPhone - DH
David Harding
Insurance Planning Specialist · General Business & Management
EmailPhone - JI
Jackie Intili
Case Manager · Customer/Client Service
EmailPhone - TC
Terry Cavaliere
Case Manager · Customer/Client Service
EmailPhone - VT
Vita Tangorra
Contracting and Licensing Associate · Legal
EmailPhone
Showing 8 of 19 verified contacts
Top roles at Trust Financial Services, Llc
14 distinct titles indexed · top 10 shown.
- 3case manager
- 2full stack dot net developer
- 2sr salesforce developer
- 1--
- 1account executive
- 1analyst
- 1broker
- 1contracting and licensing associate
- 1insurance coordinator case manager
- 1insurance planning specialist
- +4more titles
Sign up to unlock all 19 contacts at Trust Financial Services, Llc
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