Financial Experience

From the world’s largest exchanges and brokerage firms to leading wealth management and custodian groups to game changing FinTech and start-up firms, we’ve built a reputation for excellence based on our unique insights + the value our work brings to our wide array of clients. 

Extensive Financial Experience

From the world’s largest exchanges and brokerage firms to leading wealth management and custodian groups to game changing FinTech and start-up firms, we’ve built a reputation for excellence based on our unique insights + the value our work brings to our wide array of clients. 

“I have worked with TE+A for almost a decade. In that time, we have designed and implemented multiple websites, they’ve helped me create strategy brochures for our stock strategies, and helped me design and edit countless newsletters. I have always found the Trungale Egan team to be creative and professional. I’m hesitant to recommend the TE+A team because I might have to share them with you. In all seriousness, if you are looking for a hardworking, creative team that understands the financial industry you will be well served by TE+A.”
Jeffrey J. Powell
Managing Partner & Chief Investment Officer, Polaris Wealth Advisory Group, LLC

Sweet Spot+

We know this space and we know it well. We have over 30 years of experience serving leaders and up-and-comers across the many verticals within the Financial Services Industry, including:

  • Wealth Managers/RIAs
  • Fintech/Software Companies
  • Broker/Dealers
  • Custodians
  • Exchanges
  • Trading Platforms
  • Mutual Funds
  • Futures/Commodities
  • Banking
  • Insurance
TE+A 35 Year Anniversary

Suite of Services+

Our full-service approach to marketing + branding solutions for the Financial Services industry is accomplished through our comprehensive suite of services, including:

  • Brand Strategy + Execution
  • Website Development
  • Collateral Development
  • Digital Media
  • Social Media
  • Video Production
  • Lead Generation Campaigns
  • Customer Retention Campaigns
  • Public Relations Support
  • Search Engine Optimization
  • New Media Applications
  • Trade Show Support