Triada Advisors Celebrates Relocation to Expanded Office Space
[COLUMBIA, IL] – [August 14, 2024] – Triada Advisors, a local financial services firm, today unveiled plans to relocate its office, effective September 1, 2024. The new location is at 1000 Eleven South, Suite 3D, Columbia, IL 62236. Triada will continue to provide financial services through LPL Financial, the largest independent broker-dealer in the country*, whose mission is to take care of its advisors, so they can take care of their clients.
“This move to a new office reflects the tremendous growth of our team approach—we are successful because our clients are successful”, said Cal Neeman, Investment Advisor Representative. He added, “With our client service personnel, team of Investment Advisors, and our strategic partnership with Triada Tax Services, we needed to expand our office space to better serve our clients’ needs.”
“For those who haven’t yet considered working with an independent financial advisor, I encourage you to explore why 4.5 million investors have chosen independent advisors affiliated with LPL Financial.”
Triada Advisors, established in 2016, is backed by a team of advisors with over a combined 45 years of experience. The firm provides clients advice and full access to investment management, insurance consulting, tax and financial planning.
The new location takes the place of the firm’s former office located at 1003 N. Main, Columbia, IL 62236.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue