At a Glance
Philosophy
At Tri-Star Financial we believe in partnering with clients to make our expertise their own. When they succeed, we succeed. It's as simple as that.
Management
We have been fulfilling financial professionals fixed income needs for decades and in that time we have watched the industry transform. One thing that has never changed is our commitment to customer service.
Products
Tri-Star Financial offers a full complement of fixed income products and services, including municipal and corporate bonds, CMOs, CDs, structured notes, GSE debt securities, US Treasury securities and more.
Clearing Firms
- • Southwest Securities, Inc.
Memberships
- • Financial Industry Regulatory Authority (FINRA)
- • Securities Investor Program Corporation (SIPC)
- • Municipal Securities Marketing Board (MSRB)