About Us
Our Story
Trust Financial Services was founded in 2003 with the sole mission of providing a concierge insurance consulting experience for financial advisors and their clients. Today, we are known as a trusted partner whom advisors and their clients can turn to for product expertise, advice, and underwriting support.
Our headquarters are located in beautiful downtown Florham Park, New Jersey, and we serve advisors and clients throughout the country.
Our Objective Approach
We look at insurance planning through an advisory lens. What this means to you is that we are independent and have no obligations to any insurance carrier. We utilize an objective and unbiased approach to put your client in the best possible insurance position. We have access to the broad marketplace of insurance companies, so we are able to look at all possible options.
Our due diligence, sound underwriting techniques, and benchmarking tools provide you and your clients with the most objective approach to insurance consulting.
We Put the Best Interests of Your Clients First.
We take the time to assess all the factors involved in designing risk management and protection solutions for your clients. We analyze if insurance can properly advance your client’s plan and when it is not appropriate. Moreover, we affirm that any existing coverage that your clients have in place is the right coverage.
We touch base with you, run due diligence reports on products and carriers, and stay on top of insurance.
We Help You Honor Your Fiduciary Role.
Even if your clients don’t move forward, you can feel comfortable knowing you provided them and their heirs with well-suited options for insurance and income planning.