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Comprehensive Financial Advice Focused On Your Goals

We work with people who seek to delegate their retirement planning and investment management to industry professionals so they can spend time on the things that matter most!

Trivas Financial Group

Our Mission

Our mission at Trivas is to listen and understand our clients: their goals, their needs, and their values. We then deliver thoughtful advice, grounded in wisdom, integrity, faith and trust. As a result, our clients are happy, healthy and they feel financially secure…for their lifetime.

Our Vision

Trivas Financial is the premier values-based financial services practice in Rosemount and the South Twin Cities area. We offer excellent service to our clients and their families for their lifetime.

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Integrity

Integrity is the foundation on that we build recommendations on.

Excellence

Excellence in our clients’ experience and all we do.

Relationships

Our relationships with our clients come first.

Flexibility

Flexibility with your needs and our offerings.

Faith

We have good faith with our clients and live out our faith every day.

"Thank you for creating a relationship where I don’t feel stupid or shame. Money is complicated and can be attached to so many emotions and triggers. I appreciate you.”

Kelli K.

"I wish we started working with you ten years ago."

Todd S.

“Thank you for everything you do for me. When I get home from our visits I'm always invigorated to share with {my partner} everything we've discussed and how much I value your help and guidance.”

Jessica G.

"You always provide more helpful information than I expect and answer all my questions and then some.”

Karen B.

“Thank you Trivas Financial for coming alongside us as our trusted financial partner. In a world where it’s hard to know where to put our trust, we trust your advice, integrity, partnership and care implicitly.”

Elena B.

"And as far as being thankful for things, I’ve been through a lot this year, sure, but the guidance you and the rest of those at your firm have given us, helping with my parents’ money situation has been something I have been able to count on. I don’t think it could have gone more smoothly."

Matt W.

These testimonials are based upon individual client experiences and may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

Contact Information

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Address

14670 S Robert Trail, Rosemount, MN 55068

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Talk or Text

Office: 651.200.2026
Emily: 651-372-3382
Leah: 651-661-3335
Jackson: 612-400-7674

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Email

Email Emily
Email Leah
Email Jackson
Email Lori

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Hours

Mon – Thurs: 8:30 am – 4 pm
Friday: 8:30 am – 3 pm
Saturday & Sunday: Closed

Send Us A Message

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trivas Financial Group are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, FL, IN, MN, TN, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Trivas Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

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