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Treece Financial Group, Inc. Financial Services
who to contactDavid Treece about usFinancial planning that fits the flow of your life. For 20 years, our clients have trusted us to look out for their best interests. Treece Financial Group Inc. is holistic in that we are dedicated to all aspects of your financial well-being, not just managing investments. This includes planning for major transitions like retirement, emergencies due to death or disability, end of life scenarios, cross- generational planning, analyzing “what if” scenarios, and so much more. Our personalized approach is well beyond what many larger banks and corporations are able and willing to provide. We are dually-licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance). Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. |
www.miamishores.com/
