Trina OConnell - Financial Advisor - St. Petersburg (FL)

5 /5 Madison Oliver: We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

5 /5 Tara Spicer: Trina is such a blessing! She’s helped my husband and I look towards our future and save exponentially already. As newly weds learning how to navigate saving she really breaks everything down for us into terms we understand and we couldn’t be more grateful! Highly highly recommend no matter where you are in your savings journey!!!!

5 /5 Matt Sawyer: Trina O’Connell is the best financial advisor I have ever worked with! We’ve been working together for over six years, and in that time, she has completely transformed our financial future. She is personable, knowledgeable, and truly the best at what she does. Trina is not just an advisor—she’s a dream setter, helping us plan and achieve goals we never thought possible. If you want the best in the business, look no further.

5 /5 Melanie Roussell: Trina is a Godsend. Due to life circumstances, I started saving for retirement later in life that I would have liked, and thought I would be in trouble at retirement or have to work well into my 70s. After working with Trina for only 7 months, we have a plan in place that gives me peace of mind in all areas such as retirement income, living a great life while retired (living a great life now), life insurance, long term care coverage, savings, and a Roth. All things I did not have before where I only had my life insurance with my employer as well as a 401k. I now feel confident in my retirement future and I still have money to travel, save, and enjoy my life now. She is a true miracle worker. Also, and this is important, she is VERY understanding, does not judge, and will make her recommendations knowing you may need some time before you can take her up on them all - and she doesnt push or pressure you into things you arent ready to do quite yet. Thank you Trina!

5 /5 Alyssa Falcon: I have had the pleasure of working with Trina for over 10 years. Not only is she extremely knowledgeable and passionate about financial planning, she is equally empathetic and caring about her clients; their families, careers, goals, and dreams. She is an incredible resource; she and her team (Kayla) are always ready and willing to help. From complicated financial conversations moving our military family cross country, to small stresses like buying a new car we werent planning on, Trina has been there for our family through it all. I cant express my gratitude enough! She is such a hidden gem of a resource that I wish more people knew about and had the pleasure of working with.