Business ProfileforTriOak Financial Group
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Related Categories
Overview
Our Process:
Define:
Our goal is to help you reach your goals. We, therefore, want to know all about your plans, your lifestyle, your dreams, and your desired legacy.
Enlighten:
After we have gathered all of your information, together we will develop a strategic personal investment plan. Within this plan we will address your current wealth, preserving your accumulated wealth, and distributing your wealth accordingly.
Achieve:
Once the plan is in place, we will monitor, review, and update your investments to stay on the cutting edge of the market. Through our Premier Services we will continue to communicate any changes or strategies that may enhance your plan.
We believe your long-term goals are achievable with the right partnership, sound advice, and smart investing.
Business Details
- Location of This Business
- 4 Acadiana Ct, Beaumont, TX 77706-3012
- BBB File Opened:
- 9/26/2019
- Years in Business:
- 21
- Business Started:
- 1/1/2003
- Business Incorporated:
- 11/6/2018
- Accredited Since:
- 10/15/2019
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Alternate Business Name
- EdLa Inc
- Business Management
- Mr. Byron E Arnold, President/Owner
- Ms. Diane K Johnson, Financial Assistant
- Mr. Bruce E Stracener, Financial Advisor
- Ms. Jennifer A Moore, Financial Advisor
- Contact Information
Principal
- Mr. Byron E Arnold, President/Owner
- Ms. Diane K Johnson, Financial Assistant
- Mr. Bruce E Stracener, Financial Advisor
- Ms. Jennifer A Moore, Financial Advisor
Customer Contact
- Mr. Byron E Arnold, President/Owner
- Ms. Diane K Johnson, Financial Assistant
- Additional Contact Information
Fax Numbers
- (409) 347-1254Primary Fax
- (409) 347-1254
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.