Steven P. Hennessy

Founder & President at Trinity Financial Services of South Florida

Miami, Florida

Quick Answer

Steven P. Hennessy, Founder & President, is a licensed independent financial professional at Trinity Financial Services of South Florida in Miami, Florida with 40+ years of experience. Specializing in Fixed Annuities, Life Insurance, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Steven P. Hennessy in Miami, Florida

Phone: 305-233-7751 | 786-252-3697

Email: [email protected]

Website: https://trinityfinancialsfl.com/

Areas of Expertise in Miami, Florida

Fixed AnnuitiesLife InsuranceIndexed AnnuitiesRetirement Income Planning

About Steven P. Hennessy — Miami, Florida

Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™

Steven P. Hennessy, Founder & President of Trinity Financial Services of South Florida Steven P. Hennessy is the Founder and President of Trinity Financial Services of South Florida, an independent financial advisory firm dedicated to helping individuals and families achieve financial confidence and long-term security. Based in Miami, Florida, Steve has spent more than 40 years guiding clients through the complexities of retirement, income, and tax-efficient planning. His mission is simple: to help people protect their assets, invest wisely, and retire without fear. Since beginning his career in 1981, Steve has built his business on integrity, education, and results. His extensive background includes partnerships with respected financial institutions such as New England Life, Mutual of New York, Transamerica, and John Hancock. Over the decades, he has refined a process that combines retirement income planning, life insurance, annuities, disability income protection, and long-term car...

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Frequently Asked Questions About Steven P. Hennessy & Financial Advisors in Miami, Florida

What services does Steven P. Hennessy offer?

Steven P. Hennessy at Trinity Financial Services of South Florida offers Fixed Annuities, Life Insurance, Indexed Annuities in Miami, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Steven P. Hennessy SafeMoney Certified?

Yes, Steven P. Hennessy is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.