TriFound

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107 W Michigan Ave Unit 1
Kalamazoo, MI 49007

TriFound is a comprehensive financial services firm located in Kalamazoo, MI. They specialize in providing integrated financial, legal, and accounting services all under one roof, offering a unique approach to planning for their clients' financial future. With a team of highly trained professionals, TriFound aims to design customized Legacy Plans that encompass all aspects of proper planning, ensuring a secure future for their clients and their loved ones.

By combining the expertise of financial advisors, CPAs, and attorneys, TriFound takes a holistic approach to financial planning, addressing the diverse needs of their clients. Their integrated approach allows for worry-free retirement planning, ensuring that all aspects of their clients' financial well-being, including investments, taxes, and legal matters, are carefully reviewed and managed. With a focus on leaving a lasting impact, TriFound helps their clients establish plans and confidence so that their legacy continues to benefit those who matter most to them.

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2.013 reviews
Cheryl N.
5/1/2020

Appreciate the professional approach to all my needs. I can get legal, finance and tax assistance with this company. The coordinated approach has been very good! Flexibility in scheduling and...

Deb R.
7/12/2025

I don't know how to even begin to describe my disappointment and devastating financial situation that I have been put in after hiring a "financial advisor" after my divorce. I had met with Shane...

Melody B.
6/3/2025

We became clients when TriFound purchased the firm we used for years. We have found them to be very professional, knowledgeable and easy to get in touch with. Shane and Kyle are personable and...

John M.
3/10/2025

I just became aware that TrifoundLLC declared chapter 7 bankruptcy on September 24th 2024. Was anyone going to tell me? I believe there is a legal and ethical obligation to do so. Has anyone else...

Pamala F.
11/25/2022

I inherited TriFound when the company I selected to handle my finances sold to TriFound. I would have never selected TriFound as a financial advisor group. When we first became their clients,...

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