Joe Pistole, CRPC, CLU
Trinity Insurance and Financial Services, Inc.
- 3005 So. 105th St |
- Fort Smith, AR 72903
Map and directions
Through our office in Ft. Smith, AR I currently service six 401k plans and offer advisory services for risk adjusted investment choices. We primarily serve those who are retired or nearing retirement. I also work out of the Ozark, MO office of Trinity Insurance and Financial Services where Brad Pistole, CEO, has his agency operations. Brad is host of Safe Money Radio, which airs 5 times a week on 3 different stations in MO and AR. He is a member of Ed Slott's Master Elite IRA Advisor Group and is also a member of the Million Dollar Round Table (MDRT). achieving their highest honor, Top of the Table Advisor from 2015-2019. Brad is a best-selling author and was the 2018 Safe Money Radio National Advisor of the year.
Both Joe and Brad made the decision to partner with Cash Balance Advisors in 2019 to take their Tax Advantaged Solutions to the next level. The link to Cash Balance Advisors is included below in the Important Links Section.