Brad’s clients have said...


Brad Pistole

Financial Advisor & President

Who is Brad?About.html

Brad’s goals for his clients

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Trinity Insurance and Financial Services

5511 N. Farmer Branch Road, Suite 101

Ozark, MO 65721

Office: 417-581-9222

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Brad’s Financial Planning Seminar was a life changing experience for us. We had so many things that needed to be done after we retired and he helped us every step of the way. Thank you for finding us!”

  1. - W & M, S.

  2. Springfield, MO

“Brad is an honest, conservative man. He does what he says he is going to do. He helped me develop a complete estate plan, and it has given my family financial security and peace of mind.”

  1. - R.K.

  2. Springfield, MO

“Brad takes the time to understand each client’s individual situation as it relates to their investment goals and objectives.”

  1. - J.T.S., CPA

  2. Fort Smith, AR


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